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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Baggette + Co Wealth Management

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Baggette + Co Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Baggette + Co Wealth Management, Financial planner, North House, Braeside Business Park, Sterte Avenue West, Poole.

03/09/2026

A very well-deserved congratulations to Cat Promitzer, our very first Baggette + Co. Colleague of the Quarter! 👏

Voted for by the whole team, our new Colleague of the Quarter award is a chance to give a little extra recognition to someone who has made a real difference to the people around them, and the comments left alongside the votes said it all.

Cat was recognised time and time again for how hard she works, how much she cares about getting things right for our clients and, no matter how much she has on her own plate, always finding the time to help someone else.

From supporting the team and helping new starters settle in, to finding solutions when things get complicated, Cat’s dedication certainly doesn’t go unnoticed.

Congratulations, Cat, and a huge thank you for everything you bring to Baggette + Co. We’re very lucky to have you. 💙

02/09/2026

August, in review. ☀️

August brought the usual summer pace, with plenty of the team and our clients enjoying some well-earned time away. But before September gets underway, here are a few highlights from the month.

Welcomed Ethan to the team 👋

We welcomed Ethan Davies as an Independent Financial Adviser, bringing more than seven years of experience across financial planning and investment management.

Welcomed Charlie to the team 😊

Charlie Middlemiss joined our Client Services team as a Client Servicing Administrator, with ambitions to continue developing his knowledge, gain professional qualifications and eventually become an Independent Financial Adviser.

Shared an update on inheritance tax 💭

Following the news that HMRC inheritance tax enquiries have reached their highest level in six years, Oscar Hjalmas looked at what’s behind the increase and what it could mean for families planning ahead.

Put the spotlight on Warren 🔎
Warren Kavanagh was next up in our Meet the Team series, sharing his approach to great client service, a few surprising facts and why he’d spend a day as a game ranger in South Africa’s Kruger National Park.

Shared Ethan’s story 📖

Ethan’s news release went live, giving us the chance to delve a little deeper into his career so far, what drew him to financial advice and his ambitions as he works towards Chartered Financial Planner status.

Continued to receive five-star feedback ⭐

We were also grateful to receive more fantastic feedback from our clients throughout August. A big thank you to everyone who took the time to share their experience with us.

And just like that, summer is nearly behind us. We’re looking forward to seeing what September brings. 💙

28/08/2026

Financial worries have a habit of taking up more headspace than they deserve. That’s why being responsive matters. When a client has a question or something needs attention, our aim is to deal with it quickly and give them the reassurance that it’s being taken care of. 🤝

This feedback for Steve Foster and Emma Clare is a lovely example of the adviser and wider team working together to make that happen.

If you’re looking for an Independent Financial Adviser who’ll be there when you need them, reach out to Steve Foster at [email protected] or call 01202 676983. He’ll be happy to help.

🔗 https://www.baggette.co.uk/people/steve-foster/

21/08/2026

For business owners, personal and business finances rarely sit neatly apart. There can be a lot of moving parts, and often several other professionals involved too. That’s where having someone who understands the bigger picture really matters. 🧩

This feedback from one of Oscar Hjalmas’ clients sums up exactly what we want financial planning to provide: the confidence to leave the complexity with people you trust, knowing your adviser can work closely with your accountant, solicitor and wider professional team to keep everything moving in the right direction.

If you’re looking for an Independent Financial Adviser who can bring together the different parts of your financial life and take some of that weight off your shoulders, reach out to Oscar at [email protected] or call 01202 676983. He’ll be happy to help.

🔗 https://www.baggette.co.uk/people/oscar-hjalmas/

19/08/2026

Another exciting addition to our growing team of Independent Financial Advisers. 👋

We're pleased to share the news that Ethan Davies has joined Baggette + Co. Wealth Management, bringing more than seven years of experience across financial planning and investment management.

After developing his technical expertise through investment management and paraplanning, Ethan is now taking the next step in his career as an Independent Financial Adviser. For Ethan, it's an opportunity to build meaningful relationships with clients and help them feel confident about their financial future.

In our latest news release, Ethan shares what drew him to financial advice, his approach to building strong client relationships and his ambitions as he continues working towards Chartered Financial Planner status.

We're really excited to have Ethan as part of the team and look forward to seeing him build lasting relationships with clients in the years ahead. 💙

Read the full news release here:
🔗 https://www.baggette.co.uk/news/ethan-davies-joins-baggette-co-wealth-management/

14/08/2026

There’s something particularly rewarding about hearing from clients who have trusted us with their financial planning for many years. Long-term relationships give us the opportunity to really understand what matters to our clients and help their plans evolve as life changes. 🤝

This feedback from one of Keith Baggette’s clients is a lovely reflection of just that.

If you’re looking for an Independent Financial Adviser who’ll be there for the long term, reach out to Keith Baggette at [email protected] or call 01202 676983. He’ll be happy to help.

🔗 https://www.baggette.co.uk/people/keith-baggette/

11/08/2026

The answer isn’t simply “as much as possible.”

The right figure depends on one important question...

How much do you actually need?

Before putting your business on the market, it’s worth understanding:

💷 How much money you’ll actually receive after tax and professional fees.

🏖️ How much you’ll need to fund the retirement you want.

🎯 The minimum amount your business needs to sell for to make both of those figures work.

Most business owners focus on getting the highest offer.

But if you don’t know how much you need to achieve your goals, it’s difficult to know whether an offer is actually enough.

That’s why many business owners begin planning their exit three to five years before they intend to sell. It gives you time to increase the value of your business, put tax planning in place and make sure the sale supports the retirement you’ve worked so hard for.

Read the full insight in the Updates section of our website (link in bio). 📖

Disclaimer: This content is for general information only and does not constitute financial advice. Tax treatment depends on your individual circumstances and may change in the future. Baggette + Co. Wealth Management is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate trusts, tax planning, cashflow planning or estate planning. Capital is at risk.

10/08/2026

Meet Warren Kavanagh. 👋

As one of our Independent Financial Advisers, Warren believes great client service is about helping people in ways they don't always expect, building lasting relationships and providing guidance that gives clients confidence in their financial future.

From life outside the office to a few surprising facts, here's your chance to get to know Warren a little better. Discover why he'd spend a day as a game ranger in South Africa's Kruger National Park, the hidden talent that always gets a reaction, and much more.

Take a scroll to find out more. 💙

07/08/2026

Financial planning isn't about having one conversation and waiting until the next annual review. It's about staying in touch, keeping clients informed and making sure they always know what's happening with their finances. 🤝

This feedback for Warren Kavanagh and the wider team highlights the proactive approach we take at Baggette + Co Wealth Management. We believe clients should never be left wondering what's happening behind the scenes.

If you're looking for an Independent Financial Adviser who'll keep you informed every step of the way, reach out to Warren Kavanagh at [email protected] or call 01202 676983 — he'll be happy to help.

🔗 https://www.baggette.co.uk/people/warren-kavanagh/

06/08/2026

A warm welcome to Ethan Davies, who has recently joined Baggette + Co. Wealth Management as an Independent Financial Adviser. 😊

Ethan brings more than seven years of experience across financial planning and investment management, with a strong technical background developed through roles in both investment management and paraplanning.

His experience spans pensions, investments, retirement planning, estate planning and protection, giving him the knowledge to support clients through a wide range of financial decisions.

Currently working towards Chartered Financial Planner status, Ethan is passionate about helping clients make confident financial decisions and providing the clarity and reassurance they need to achieve their long-term goals.

Ethan, we're delighted to have you on board and look forward to seeing the knowledge, care and expertise you'll bring to our clients. 💙

You can find out more about Ethan and his background here:
🔗 https://www.baggette.co.uk/people/ethan-davies/

Address

North House, Braeside Business Park, Sterte Avenue West
Poole
BH152BX

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+441202676983

Website

https://linktr.ee/baggette_co

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