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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Baggette + Co Wealth Management

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Baggette + Co Wealth Management

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03/06/2026

May, in review. ☀️

A month of team development, career progression, community support and a little healthy competition.

Here are a few highlights:

Victoria’s promotion to Paraplanner

A well-deserved promotion for Victoria Coslett as she continues building the technical experience and expertise needed on her journey towards becoming an Independent Financial Adviser. 👏

Lunchtime Learning with Stuart

Stuart Buchan shared valuable networking insights with the team, covering everything from building genuine relationships to getting the most out of networking events. 🤝

How Solicitors and IFAs Work Together

Harry Shivas explored how collaboration between solicitors and independent financial advisers can help improve client outcomes, particularly across probate, trusts, deputyship, divorce and estate planning matters. ⚖️

Client Servicing Administrator Vacancy

We announced a new opportunity to join our growing team and are still on the lookout for a Client Servicing Administrator to help support our clients, advisers and wider financial planning process. 🔭

Volunteering at Routes to Roots

Some of the team spent an afternoon helping prepare and serve lunch, supporting the fantastic work Routes to Roots does within our local community. 💙

Why your Will, LPA and expression of wishes matter more after the April 2027 pension changes

Jonathan Holdaway explored why the upcoming pension inheritance tax changes make estate planning fundamentals more important than ever. 📝

May’s Fika

With the sun finally making a more regular appearance, the team enjoyed yoghurt bowls topped with fruit, granola, chocolate chips and honey. 🍓

Our Q2 Company Update

A valuable opportunity for the whole team to come together, reflect on progress so far this year, understand what different departments have been working on and see how everyone contributes towards our wider goals. 📈

A Killer Darts Rematch

Round three of our office darts competition took place, with Tanya Richardson claiming the title this time. 🎯

Thank you to everyone who’s been part of it, we're looking forward to seeing what June brings. 😊

02/06/2026

Could you afford to retire at 60? 🤔

What if you helped your children onto the property ladder? Or finally went ahead with that dream home renovation?

Cash flow modelling is designed to help answer questions like these by bringing your pensions, savings, investments and future spending together into one clear picture.

In this latest insight, Harry Shivas explores how cash flow modelling works, how it allows you to test different scenarios before making major financial decisions, and why it can be such a valuable tool for retirement and financial planning.

Read the full insight here:
🔗 https://www.baggette.co.uk/accumulation/cash-flow-modelling-explained/

01/06/2026

Our latest team Killer Darts competition saw Tanya Richardson claim the title this time around. 🏆

While the bragging rights are important, moments like these are a great way to bring the team together, take a break from the day-to-day and enjoy some friendly competition.

The question is... can Tanya retain her title next time? 👀

29/05/2026

Retirement planning isn't just about numbers on a page. It's about knowing you have someone in your corner who understands your concerns, answers your questions and helps you feel confident about the future. 🤝

This feedback for Steve Foster is a great reminder that the best adviser-client relationships are built on trust, communication and genuine care.

If you're looking for an Independent Financial Adviser who combines financial expertise with a genuinely personal approach, reach out to Steve Foster at [email protected] or call 01202 676983 — he'll be happy to help.

🔗 https://www.baggette.co.uk/people/steve-foster/

28/05/2026

A big congratulations to Victoria Coslett on her promotion to Paraplanner. 👏

Since joining Baggette + Co. Wealth Management last year, Victoria has already made a significant impact, bringing with her a wealth of experience across investments, tax, operations and financial services.

Her promotion marks another important step on her journey towards becoming an Independent Financial Adviser, as she continues to build the technical experience and expertise that sits at the heart of great financial planning.

This news release explores Victoria’s career journey so far, what attracted her to financial planning, and why supporting long-term career development remains such an important part of what we do.

Read the full story here:
🔗 https://www.baggette.co.uk/news/victoria-coslett-promoted-to-paraplanner-baggette-co-wealth-management/

27/05/2026

Legal advice and financial advice are different disciplines, but in many cases the best client outcomes come when the two work together. 🤝

Probate. Trusts. Deputyship. Divorce. Estate planning.

These are all areas where financial decisions sit alongside legal ones, and where having documented, regulated financial advice can help clients make informed decisions while providing a clear rationale that can stand up to scrutiny.

In this latest insight, Harry Shivas explores how collaboration between solicitors and Independent Financial Advisers works in practice, the types of cases that benefit most, and why independence matters when building professional referral relationships.

Read the full insight here:
🔗 https://www.baggette.co.uk/accumulation/solicitors-guide-independent-financial-adviser/

26/05/2026

Yesterday, Pip, Stuart, Sandra, Caitlin and Tanya spent the afternoon volunteering with . 💙

The team took over the lunchtime cooking, serving up chilli con carne followed by cake and ice cream for dessert, helping support the incredible work Routes to Roots does for people who are homeless or vulnerably housed within our local community.

While we regularly support Routes to Roots through fundraising initiatives such as our Bake Offs and Steps Challenges, it’s always valuable for the team to see first hand where those donations go and the difference they help make, alongside getting involved directly ourselves.

A big thank you to the team at Routes to Roots for having us. 😊

25/05/2026

Last Thursday’s Lunchtime Learning session was delivered by Stuart Buchan, focusing on something that can play a huge role in both personal and professional growth… networking. 🤝

From the importance of building genuine relationships to how to prepare properly and get the most out of networking events, Stuart shared plenty of valuable advice and practical tips with the team.

Having attended countless networking events throughout his career, there was a huge amount of experience in the room to learn from, and plenty of insights the team could take away and apply themselves.

A big thank you to Stuart for a really engaging and useful session. 😊

22/05/2026

This feedback for Neil Surtees highlights something we place huge importance on at Baggette + Co. Wealth Management. Financial planning should feel smooth, well organised and reassuring from start to finish. 🛡️

When clients know everything is being properly looked after and there’s a clear plan in place, it gives them the confidence to actually enjoy life, knowing their finances are in safe hands.

If you’re looking for an Independent Financial Adviser who makes the process feel straightforward and stress-free, reach out to Neil at [email protected] or call 01202 676983 — he’ll be happy to help.

🔗 https://www.baggette.co.uk/people/neil-surtees/

21/05/2026

A huge congratulations to on securing European football for the first time in the club’s 127-year history. 🍒

What this group of players, staff and coaches have achieved is genuinely remarkable.

Over recent years, the club has continued to build something that supporters can be incredibly proud of, not just through results, but through the culture, belief and identity that’s been created along the way.

To see a club that was fighting to stay in the Football League not all that long ago now qualify for Europe is an incredible achievement and a brilliant moment for the town, the supporters and everyone connected with AFC Bournemouth.

It also makes us even more excited to continue our partnership with AFC Bournemouth’s The Net and support a club enjoying such a historic season. 💙

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

https://linktr.ee/baggette_co

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