Business Details
40 Years
experience
Your Trusted Financial Partner in Poole
Established in 1986, Baggette + Co + Co has built a reputation as a trusted provider of independent financial advice, serving clients across the UK from our headquarters in Poole, Dorset. Our team of Chartered Financial Planners combines deep industry expertise with a client-first approach, delivering tailored solutions for individuals at every stage of their financial journey. We specialise in creating comprehensive financial plans that address retirement, estate planning, sustainable investments, and mortgage needs, with a focus on long-term client relationships and objective guidance. As a firm regulated by the Financial Conduct Authority, we maintain rigorous professional standards while prioritising transparency in our fee structure and services.Our commitment to excellence is demonstrated through our Chartered status from the Chartered Insurance Institute, which recognises our adherence to the highest levels of professional competence and ethical conduct. We distinguish ourselves through our holistic approach to financial planning, which considers each client's unique circumstances, risk profiles, and financial objectives. Our technical expertise extends to complex areas such as inheritance tax planning and sustainable investment strategies, supported by continuous professional development for our advisers. We maintain a strong focus on community engagement and environmental responsibility, integrating these values into our business practices and investment recommendations.
Services
Financial Planning
Sustainable Investments
Mortgages
Retirement Advice
Estate Planning
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in UK financial planning
- Our advisers hold Chartered Financial Planner status
- We offer holistic financial planning tailored to life stages
- We specialise in sustainable investment strategies
- We maintain transparent fee structures with no hidden costs
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority
Services
Evolve
Designed for individuals beginning their financial journey, Evolve provides foundational planning through annual assessments of financial situations and goals. This service focuses on establishing clear financial objectives while maintaining flexibility for changing circumstances. Our advisers help clients develop responsible financial habits and create realistic roadmaps for achieving short- and long-term objectives.
Advance
Tailored for those approaching or entering retirement, Advance offers personalised financial strategies focused on realising retirement potential. The service includes comprehensive reviews of financial situations, risk assessments, and development of sustainable income streams. We help clients transition from wealth accumulation to strategic retirement income management while addressing tax efficiency and estate planning considerations.
Maximise
For established retirees seeking to enhance returns and plan estates, Maximise provides advanced financial strategies. This service focuses on sustainable income streams, inheritance tax planning, and complex investment management for clients with significant assets. Our advisers conduct regular portfolio reviews and adjust strategies to maintain financial security throughout retirement.
Sustainable Investments
Our sustainable investment service creates portfolios aligned with environmental, social and governance (ESG) principles. We combine ethical considerations with financial performance by selecting funds that reduce environmental impact, promote social responsibility, and exclude harmful industries. This service maintains competitive returns while supporting positive global impact initiatives.
Mortgage Advice
We provide comprehensive mortgage guidance covering property purchases, remortgaging, and buy-to-let investments. Our advisers assess clients' financial situations to recommend suitable mortgage products while considering broader financial goals. The service includes ongoing support for mortgage management within the context of overall financial planning.
People
Oscar Hjlms
CEO
Oscar leads our strategic direction with extensive financial services experience, ensuring our commitment to excellence in client advisory services and professional development.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning across three core stages: Evolve for early-stage planning, Advance for pre-retirement and retirement planning, and Maximise for established retirees.
How are you different from other financial advisers?
As Chartered Financial Planners with FCA regulation, we combine industry-recognised expertise with a client-first approach, offering tailored solutions rather than generic investment products.
Do you offer sustainable investment options?
Yes, we specialise in sustainable investments that align with environmental, social and governance (ESG) principles while maintaining competitive financial returns.
How do you structure your fees?
We maintain transparent fee structures with no hidden costs, offering service levels tailored to different client needs and financial circumstances.
