Baggette + Co Wealth Management continues its strategic expansion with the appointment of three new team members, reinforcing its position as a leading provider of independent financial advice across Dorset and Hampshire.
These latest appointments reflect the firm’s ongoing commitment to delivering exceptional financial planning and client service across the South Coast and beyond.
The firm welcomes Harry Shivas, who joins as an Independent Financial Adviser. Harry arrives from a regional financial planning firm, having recently become a Fellow of the Personal Finance Society. He is currently studying towards Chartered Financial Planner status, which will make him one of the youngest Chartered Financial Planners in the UK—an incredible achievement that underscores his dedication and expertise in wealth management.
Harry has rapidly progressed within the industry, demonstrating an unwavering commitment to professional excellence. Specialising in wealth management, equity release, and retirement planning, he is passionate about helping clients achieve their long-term financial goals with confidence.
Harry commented:
“I’m over the moon to have joined Baggette + Co. From the moment I first met Oscar and Jo (Hjalmas) and heard about their ambitions for the firm, it was an easy decision to make the move. I was also struck by how closely their vision and values align with mine—a relentless focus on helping clients make sense of their financial future.”
“To be working alongside the likes of Oscar, Jo, and the wider team is something that made the move to Baggette + Co an obvious choice for me.”
Also joining the firm is Catrin Promitzer, who takes on the role of Head of Client Services. With extensive experience across the tourism, hospitality, legal, and financial sectors throughout Germany, the US, and the UK, Catrin brings a wealth of knowledge in client management that will further enhance the firm’s approach to financial planning and client service.
Having spent over a decade in financial services, Catrin has led client service operations with a strong emphasis on client engagement and experience. Her leadership will be instrumental in ensuring that Baggette + Co continues to provide the highest level of support to both its clients and professional partners.
Catrin Promitzer commented:
“Throughout my career, one thing has always been clear—I want to make a difference. Whether that’s supporting clients or empowering internal teams, I love working with people and creating positive change. I truly believe in everything that Jo and Oscar are building at Baggette + Co, and I’m excited to be part of this journey.”
Additionally, Emma Clare joins Baggette + Co as a Client Relationship Manager, taking the Client Services Team to five. With over nine years of experience in financial planning, Emma is passionate about delivering outstanding client service. Her meticulous attention to detail and positive, can-do attitude have been recognised throughout her career, making her a valuable addition to the team.
Emma has a strong background in client management within property, banking, legal, and financial services, earning a reputation for building lasting client relationships.
Emma commented:
“I had heard so many wonderful things about Baggette + Co before joining, and I’m so glad I made the move. It’s fantastic to be part of a forward-thinking firm that puts its clients at the heart of everything they do.”
“I’ve received such a warm welcome, and I’m really looking forward to building my career at Baggette + Co.”
Appointments Following a Period of Sustained Growth
These appointments come as Baggette + Co Wealth Management continues its ambitious expansion, following a sustained period of growth over the last two years.
The firm has seen its Client Services and Paraplanning Teams expand significantly, reinforcing its ability to deliver high-quality support to both independent financial advisers and clients.
This growth has also been reflected at the senior management level, with the recent appointment of a Head of Marketing, a key strategic hire to drive the firm’s brand, financial planning awareness, and client engagement forward.
These developments align with Baggette + Co’s long-term vision to enhance its market position and provide an unrivalled client experience across Poole, Bournemouth, and Dorset.
Commitment to Growth and Excellence
These appointments reflect Baggette + Co’s dedication to growing its highly skilled team and maintaining its reputation for delivering exceptional wealth management services.
Established in Poole in 1986, Baggette + Co has consistently grown, attracting top independent financial advisers who serve clients across Dorset, Hampshire, and the South Coast.
In 2023, Baggette + Co underwent a management buyout from founder Keith Baggette by independent financial adviser Oscar Hjalmas and business adviser Jo Hjalmas.
Since then, the financial planning firm has grown to over 30 dedicated financial professionals, with its success attributed to its genuinely independent approach to financial planning and unwavering commitment to transparency and client service.
Jo Hjalmas, Managing Director at Baggette + Co, said:
“We are delighted to welcome Harry, Catrin, and Emma to our growing team. Their talent, expertise, and commitment to excellence align perfectly with our firm’s values. As we continue our ambitious growth journey, having high-calibre financial professionals join us is essential to continue our relentless provision of outstanding wealth management services to our clients and professional contacts.”