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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.

14/07/2026

Behind every investment recommendation is a huge amount of research, analysis and ongoing review. 📈

We're pleased to share that Harry Shivas has been appointed Chair of our Investment Committee, taking on responsibility for leading the team's investment research and review process.

This news release explores Harry's appointment, the role of the Investment Committee, and the work that happens behind the scenes to help ensure our advisers have access to carefully researched investment solutions that support positive long-term outcomes for clients.

You can read the full news release here:

🔗 https://www.baggette.co.uk/updates/harry-shivas-appointed-chair-of-investment-committee/

13/07/2026

Meet Jamie Beeton. 👋

As one of our Client Relationship Managers, Jamie is passionate about making sure every client feels supported and valued. For him, great client service isn't just about getting the job done; it's about building genuine relationships and making every conversation a positive one.

We've put Jamie in the hot seat to answer some quick-fire questions, from his Formula 1 dreams to some very strong opinions on fruit in desserts. Take a scroll to get to know him a little better. 😊

10/07/2026

One of the greatest compliments we can receive is hearing that a client leaves their meeting feeling they're in safe hands. 🤝

This feedback for Warren Kavanagh and Harry Shivas reflects the high standards we set across Baggette + Co. Wealth Management. Every client deserves thoughtful, personalised advice delivered with professionalism, expertise and genuine care, no matter who they're meeting with.

If you're looking for an Independent Financial Adviser who'll give you confidence in your financial future, 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/

09/07/2026

Last month's Fika saw the team split into colour groups, with each one creating a board inspired by their assigned colour before coming together for a picnic to enjoy everything that had been put together. 🌈

It was great to see everyone putting their own spin on the challenge, with plenty of creativity (and some very tempting food) on display.

A big thank you to Caitlin for organising another brilliant Fika. 😊

Now for the important question... which colour board would you be heading straight for? ❤️💙💚💛

07/07/2026

What happens when your private bank tells you that you no longer meet its wealth threshold? 💭

In the latest episode of The Financial Journey Podcast, Oscar Hjalmas sits down with Chartered Financial Planner Stuart Buchan, who previously spent years at Coutts, Royal Bank of Scotland and NatWest, to discuss what these changes mean for clients and why more people are considering independent financial advice.

Together, they explore how private banking is changing, the differences between restricted and independent advice, and what anyone affected should be thinking about before making their next move.

🎧 Listen now:

On our website: https://www.baggette.co.uk/preparation/coutts-minimum-increase-alternatives-to-private-banking/

Apple Podcasts: https://podcasts.apple.com/us/podcast/when-your-bank-decides-youre-not-wealthy-enough/id6785947673?i=1000774863819

Spotify: https://open.spotify.com/episode/6u446DcxuZ3S5zwTlgyWMV?si=v7EVn7UbQTqs_E5lEtkQwQ

06/07/2026

June, in review. ☀️

A month of growth, new beginnings, giving back and inspiring the next generation.

Here are a few highlights:

Volunteering at Avon Tyrrell Outdoor Centre

Oscar, Jo, Lee, Harry, Pip and Caitlin swapped the office for the outdoors, volunteering at Avon Tyrrell to help prepare the site for another busy Summer. 💙

Welcome to the Team, Jonathan Holdaway

We officially welcomed Jonathan Holdaway to Baggette + Co. Wealth Management, a fantastic addition to our Financial Adviser team. 👏

Welcome to the Team, Sapphire

We also welcomed Sapphire Tiller as our Client Servicing Administrator & Protection Specialist, strengthening both our Client Services team and our protection offering for clients. 😊

Business Exit Planning Insights

Warren Kavanagh shared another insight as part of our Business Exit series, exploring how to value your business and navigate tax efficiently. Read the full insight here:

🔗 https://www.baggette.co.uk/preparation/business-valuation-tax-efficiency/

Bring a Board Picnic Fika

June's Fika saw the team split into colour groups, each creating a themed board before coming together for a colourful picnic. 🌈

A big thank you to everyone who's been part of it. We're looking forward to seeing what July brings. 😊

25/06/2026

Baggette + Co. Wealth Management has welcomed Sapphire Tiller to the business as a Client Servicing Administrator and Protection Specialist. 😊

Sapphire joins the firm with experience across both the veterinary and mortgage sectors, alongside a genuine passion for helping clients better understand the importance of protecting their financial future and loved ones.

This news release explores Sapphire’s journey into protection advice, why she believes these conversations should be approached with empathy and support, and how her appointment strengthens our wider financial planning offering across Dorset and Hampshire.

You can read the full news release via the Updates section of our website:

🔗 https://www.baggette.co.uk/updates/

24/06/2026

We’re delighted to welcome Sapphire Tiller to Baggette + Co. Wealth Management as our new Client Servicing Administrator and Protection Specialist. 😊

Sapphire brings with her a strong client-focused background across both the veterinary and mortgage industries, alongside a genuine passion for helping people feel informed, supported and financially protected.

What really stands out about Sapphire is her empathetic and reassuring approach. She understands that conversations around protection can often feel difficult or overwhelming, and is passionate about making them feel clear, supportive and straightforward for clients.

We’re really excited to have Sapphire as part of the team and look forward to seeing her continue to grow within the business. 💙

You can find out more about Sapphire and her background via her profile on our website:

🔗 https://www.baggette.co.uk/people/sapphire-tiller/

19/06/2026

Positive feedback like this for Oscar Hjalmas, Stuart Buchan and the wider team is always lovely to receive. It reflects the long-term relationships we build with clients and the ongoing support we provide throughout retirement. 🤝

Retirement is a major life transition, but financial advice doesn’t stop once you retire. We’re here to provide peace of mind beyond that point too, helping clients navigate the years ahead with ongoing guidance, regular reviews and careful management.

If you're looking for an Independent Financial Adviser who will support you through the lead up to retirement, during retirement, and beyond, reach out to Oscar Hjalmas at [email protected] or call 01202 676983 — he'll be happy to help.

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

18/06/2026

Most business owners know what their business does. Far fewer know what it’s actually worth, and what that value could mean for their future. 💭

In this latest insight, Warren Kavanagh explores how business valuations work in practice, the tax implications that can follow a sale or transfer, and why understanding the numbers early can make a significant difference to both negotiations and long-term financial planning.

From Capital Gains Tax and Inheritance Tax to Business Asset Disposal Relief and succession planning, the guide explains the key considerations business owners should understand before making important decisions.

You can read the full insight via the Updates section of our website (link in bio). 🌐

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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