Baggette + Co Wealth Management has announced further growth with the appointment of two further members of its Client Services Team and two promotions within its Research & Planning Team.
The appointments and promotions are part of its continuing commitment to recognising and promoting talent within the firm and ensuring that its business continues to offer the highest quality wealth management services to its clients across Dorset.
Louise Perry, who joined the firm in 2016, has been promoted to Senior Paraplanner within the Research & Planning Team, whilst Daniel Humphries has been promoted to Junior Paraplanner following an impressive two years with the firm.
The duo’s progress reflects Baggette + Co’s commitment to training and professional development, which is actively supported throughout the business to help the team grow within the company.
Reflecting on her journey, Louise said:
“I’ve really enjoyed my time at Baggette + Co, and I’m delighted to have the opportunity to progress my career here. The firm’s ethos supports a genuine work/life balance and encourages personal development at all levels.”
Daniel, who joined Baggette + Co in 2022, quickly became an integral part of the Client Services Team, joining as a Client Relationship Manager before moving on to providing paraplanning support for the independent financial advisers across the business.
Speaking about his promotion, Daniel said:
The Client Services Team also welcomes two new team members, Sophie Harrigan and Bethany Cooper, who both join as Client Servicing Administrators.
Sophie, who brings her valuable experience from an independent specialist fund management firm in London, said:
Bethany joins Baggette + Co from a financial planning firm in Salisbury, working alongside the paraplanning and client services teams.
Bethany said:
Established in Poole in 1986, Baggette + Co has consistently grown, attracting top financial talent 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 firm has grown to over 29 dedicated financial professionals, with this 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:
Jo continued:
Interested in a Career in Wealth Management?
If you are interested in pursuing a career in financial services or would like to chat with one of our experienced independent financial advisers in Poole, contact Jo Hjalmas on 01202 676983 or email advice@baggette.co.uk.