At Baggette & Company we are genuinely focused on providing exceptional service with the aim of developing long term relationships with our clients. Independent financial advisers and leaders in private client wealth management, our Chartered Status is the profession's gold standard.
This gives you reassurance and peace of mind in the knowledge that you are receiving the highest quality of financial and investment advice and total professionalism at all times.At Baggette & Company we appreciate the importance of integrity, professionalism and impartiality, core values that underpin the investment service and financial advice we provide.
This gives you reassurance and peace of mind in the knowledge that you are receiving the highest quality of financial and investment advice and total professionalism at all times.At Baggette & Company we appreciate the importance of integrity, professionalism and impartiality, core values that underpin the investment service and financial advice we provide.
Services
We aim to provide all clients with clear financial direction. This is achieved by having a full understanding of your current financial position, your objectives and identified needs, this enables us to provide suitable solutions for you. We offer a complimentary consultation of up to one hour.
The purpose of this is to identify your personal circumstances, needs and objectives, consider your attitude to risk in terms of investment, time frame and capacity for loss.It will establish what benefits would result from using our services, outline associated costs such as initial and ongoing fees and give you the opportunity to appoint us.
The purpose of this is to identify your personal circumstances, needs and objectives, consider your attitude to risk in terms of investment, time frame and capacity for loss.It will establish what benefits would result from using our services, outline associated costs such as initial and ongoing fees and give you the opportunity to appoint us.
Keith Baggette, Chairman of Baggette & Company, is a Chartered Financial Planner which is recognised in the industry as the 'gold standard' for financial planners in the United Kingdom. He has over 30 years' experience working in financial services, most of which has been spent advising clients.
He specialises in pensions and investment management but has qualifications in all the key areas of financial planning, including pensions, investment, taxation, trusts, lifetime planning and mortgages.Keith also holds a Certificate in Discretionary Investment Management, accredited by the Chartered Insurance Institute (CII).
He specialises in pensions and investment management but has qualifications in all the key areas of financial planning, including pensions, investment, taxation, trusts, lifetime planning and mortgages.Keith also holds a Certificate in Discretionary Investment Management, accredited by the Chartered Insurance Institute (CII).
We are a long established firm, one of a few financial planners in the South of England awarded with the title 'Chartered Financial Planners' by the Chartered Insurance Institute. Using current investment thinking, we focus on both wealth enhancement and wealth protection. With an extensive number of personal and business clients, we currently have more than 200 million in funds under our management and administration.
As Independent Financial Advisers we are able to provide unrestricted advice. As we are also a Chartered Financial Planning firm this means that have the ability to provide truly holistic planning to ensure that our recommendations meet the individual needs and requirements of our clients. Part of our advice is making sure that we select the right product, provider and investment funds to meet our client's needs.
Baggette & Company Ltd have been supporting the Macmillan Cancer Support Charity for many years through various staff fundraising events and are delighted to continue this support for years to come. Macmillan Cancer Support is one of the largest British charities and provides specialist health care, information and financial support to people affected by cancer.
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