Baggette + Co Wealth Management

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08/10/2026

A Family Investment Company might be tax efficient, but there’s much more to consider than tax alone. 💭

Every family is different. The assets involved, the amount being invested, individual circumstances and, importantly, the relationships between the people involved can all shape whether a FIC is appropriate and how it should be structured.

In this clip, Oscar Hjalmas, Karen Edwards and Alistair Wallace discuss why setting up a Family Investment Company requires a collaborative approach across financial, legal and tax advice, as well as careful consideration of the family dynamics involved.

After all, setting up a company with family is still going into business with family.

Watch the full discussion here:
🔗 https://www.youtube.com/watch?v=0IFHh0nZXNo

01/10/2026

What’s the craziest thing you could put into a Family Investment Company (FIC)? 🤔

Artwork, sports cars, property... there are plenty of possibilities when it comes to what a FIC can hold.

But just because something can go into a Family Investment Company doesn’t necessarily mean it should.

In this clip, Oscar Hjalmas, Karen Edwards and Alistair Wallace discuss some of the more unusual assets they’ve seen considered for FICs, as well as the investments they tend to come across most often.

This is just one part of their wider conversation exploring how Family Investment Companies work and the financial, legal and tax considerations involved.

Watch the full discussion here:
🔗 https://youtu.be/0IFHh0nZXNo?si=V0Z0Xss4qqWP3h2n&t=1

30/09/2026

The Killer Darts title has officially changed hands… 🏆

With reigning champion Tanya sitting this one out, the rest of the team battled it out for the crown.

Karen Medlen, our new Head of Operations wasted no time making her mark, taking the win and officially becoming our latest Killer Darts champion.

Congratulations, Karen! Now the question is, who’ll be coming for the title next? 👀

What does it really mean to make somewhere accessible and inclusive? 💭For our latest Lunchtime Learning session, we were...
29/09/2026

What does it really mean to make somewhere accessible and inclusive? 💭

For our latest Lunchtime Learning session, we were joined by Chandos Green, who spoke openly with the team about disability, his own lived experience and some of the barriers disabled people can face in everyday life.

One of the biggest areas we explored was the difference between the medical and social models of disability. Rather than solely placing the responsibility on a disabled person to adapt or find a way to participate, the social model encourages us to look at the barriers around them and what can be changed to make things more accessible.

Chandos also challenged us to think about things we may never notice or consider, from the way we communicate and organise activities to the assumptions we can make without even realising it.

It was an incredibly valuable session and gave us plenty to take away and think about. Most importantly, it helped us better understand the part we can play in making Baggette + Co. a more inclusive and accessible place for our team and our clients, and how we can take that understanding beyond the workplace to encourage greater inclusion in everyday life.

A huge thank you to Chandos for giving up his time, sharing his experiences so openly and encouraging such a great conversation across the team. 💙

Another exam passed and another step closer to becoming an Independent Financial Adviser. 👏A huge congratulations to Jam...
28/09/2026

Another exam passed and another step closer to becoming an Independent Financial Adviser. 👏

A huge congratulations to Jamie Beeton, one of our Client Relationship Managers, on passing his R01 Financial Services, Regulation and Ethics exam with the Chartered Insurance Institute.

This marks Jamie’s second of the six exams towards his Diploma in Regulated Financial Planning, as he continues progressing towards his long-term goal of becoming an Independent Financial Adviser.

We’re incredibly proud of the commitment Jamie continues to show to his professional development alongside his day-to-day role supporting our clients and advisers.

Another brilliant result. Congratulations, Jamie! 💙

There’s no greater compliment than a client feeling confident enough in the advice and service they receive to recommend...
25/09/2026

There’s no greater compliment than a client feeling confident enough in the advice and service they receive to recommend us to the people they care about. Even better is hearing that those friends have gone on to feel equally well looked after. ☺️

This feedback for Oscar Hjalmas reflects the trust that comes from clear explanations, attentive service and financial planning that keeps clients focused on their long-term goals.

If you’re looking for an Independent Financial Adviser who comes highly recommended, 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/

24/09/2026

There’s more than one layer of tax to consider with a Family Investment Company. 💭

One area that can sometimes be overlooked when setting up a FIC is how you’ll eventually take money back out of it.

In this clip, Alistair Wallace, owner of BKB Accountants, explains why looking only at the tax paid within the company doesn’t give you the full picture, and why the tax implications of extracting income need to be considered too.

This is just one part of the wider conversation between Oscar Hjalmas, Karen Edwards and Alistair Wallace, exploring how FICs work in practice and some of the important considerations before deciding whether one is right for your family.

Watch the full discussion here:
🔗 https://youtu.be/skf3KNswz_g?si=voMRt-2NEGwl1bYN&t=2

More than 30 years of financial services experience, and a new chapter at Baggette + Co. Wealth Management. 👋Following t...
23/09/2026

More than 30 years of financial services experience, and a new chapter at Baggette + Co. Wealth Management. 👋

Following the recent appointment of Karen Medlen as our new Head of Operations, we’re sharing more about the experience she brings to the role and what attracted her to Baggette + Co.

Having worked across paraplanning, operations, leadership and people development throughout her career, Karen has seen first-hand how important the work happening behind the scenes is to both the client experience and the people delivering it.

In our latest news release, Karen shares her thoughts on maintaining personal client relationships as a firm grows, developing the next generation of financial advisers and how technology could help create more time for the conversations that matter.

We’re excited to have Karen as part of the team and look forward to the impact her experience and perspective will have across the business. 💙

Read the full news release here:
🔗 https://www.baggette.co.uk/news/karen-medlen-head-of-operations/

A big congratulations to Victoria! 🎉We’re very pleased to share that our Paraplanner, Victoria Coslett, has passed her L...
22/09/2026

A big congratulations to Victoria! 🎉

We’re very pleased to share that our Paraplanner, Victoria Coslett, has passed her LP2 exam as she continues working towards her goal of becoming an Independent Financial Adviser at Baggette + Co. Wealth Management.

It’s a well-deserved achievement and a reflection of the work she continues to put into developing her knowledge alongside her role within the team.

We’re proud to support Victoria as she continues progressing towards her long-term career goals, and we’re looking forward to seeing what comes next.

Well done! 💙

Changing or meeting a new financial adviser can be a big step, so feeling comfortable with the person you’re trusting wi...
18/09/2026

Changing or meeting a new financial adviser can be a big step, so feeling comfortable with the person you’re trusting with your finances matters from the very beginning. 🤝

It’s lovely to hear that Warren Kavanagh has already made such a positive impression, and even better to hear that his clients are looking forward to continuing their financial planning with him.

If you’re looking for an Independent Financial Adviser who combines professional advice with a friendly, personal approach, 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/

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

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