Baggette & Company Wealth Management Limited

Independent Financial Adviser North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX
FCA verified
20th May 2019
One of a very few Chartered Financial Planner firms in the South. Providing personal and professional clients with independent advice.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Keith Baggette APFS
Chartered Independent Financial Adviser
Neil Surtees Dip PFS
Independent Financial Adviser
Oscar Hjalmas DipPFS
Independent Financial Adviser
Where to find us

North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX

About us

We offer an holistic financial advice-based service to clients on investments, inheritance tax planning, trust and business planning, long-term care planning, all types of retirement planning, Life Assurance, and Mortgage advice. Our focus is on both wealth enhancement and wealth protection.
We believe in providing a high quality service, with the emphasis on forging long term relationships with our clients, using a dedicated and skilled team of consultants and administration staff. Prior to providing any advice we will take time to understand your circumstances, objectives and attitude to risk. Any subsequent advice provided to you will be confirmed in writing.

Our services

The core to our success is designing our business strategy in line with the interests of our clients. This is achieved by following three principles:


We maintain the highest level of standards, and are one of a few companies in the South awarded the title 'Chartered Financial Planners' by the CII. This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people.

Chartered firms follow a demanding code of ethical practice. This means we work in a principled manner placing clients interests at the heart of our advice.

Advice methods
  • phoneButton
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Full compliance documentation will be provided at your meeting.

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