Baggette + Co Wealth Management - Poole

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Baggette + Co Wealth Management

Baggette + Co Wealth Management is a reputable financial services firm located at North House, Braeside Business Park, Sterte Ave W, Poole BH15 2BX, United Kingdom. The company has been providing top-notch financial planning, brokering, auditing, consulting, investment management, and mortgage services to its clients for many years.

The team at Baggette + Co Wealth Management prides itself on offering a high-quality, personalized service to meet each client's unique financial needs. They offer both online and on-site services, making it convenient for clients to access their services. The office is also wheelchair accessible, ensuring that all clients can easily navigate the premises.

In addition to their physical location in Poole, Baggette + Co Wealth Management also offers the option for online appointments, further demonstrating their commitment to providing a flexible and accessible service. This is especially useful for clients who may have mobility issues or live further away from the office.

One of the standout features of Baggette + Co Wealth Management is their dedication to their clients' satisfaction. They have received numerous positive reviews, with many clients praising the friendly, professional, and knowledgeable team. The company has 114 reviews on Google My Business, with an impressive average rating of 5/5.

One client shared their experience, saying, 'I had a very informative and excellent first meeting with Oscar and Harry last month. I am so pleased I have Oscar looking after my finances now. What a great friendly professional team of people who offer a first-class service. I am so glad I am now with Baggette & Co.' This sentiment is echoed in many of the other reviews, highlighting the company's commitment to delivering exceptional customer service and financial guidance.

With their wide range of financial services, commitment to accessibility, and exceptional customer reviews, Baggette + Co Wealth Management is an excellent choice for anyone looking for a reliable and knowledgeable financial partner.

Specialties and Services

• Financial planning
• Finance brokering
• Financial auditing
• Financial consulting
• Investment management
• Mortgage brokering

Other Points of Interest

• Online appointments available
• On-site services offered
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet facilities available
• Appointment required for on-site services
• Appointments recommended

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"summary": "Baggette + Co Wealth Management is a top-rated financial services firm offering a range of services, including financial planning, brokering, auditing, and investment management. With a wheelchair-accessible office and online appointment options, the company caters to clients' unique needs.",
"keywords": ["financial planning", "wealth management", "investment management", "mortgage brokering", "financial consulting", "poole"],
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"quality_score": 9,
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Baggette + Co Wealth Management

Baggette + Co Wealth Management is a reputable financial services firm located in Poole, United Kingdom. With a team of experienced professionals, they offer a wide range of services, including financial planning, brokering, auditing, consulting, investment management, and mortgage services. Baggette + Co Wealth Management takes a personalized approach to help clients achieve their financial goals and provide peace of mind. They also offer the convenience of online appointments and have a wheelchair-accessible office, making it easy for clients to access their services. The company has a strong reputation, with an impressive 5/5 rating on Google My Business based on 114 reviews.", "summary": "Baggette + Co Wealth Management is a top-rated financial services firm in Poole, offering personalized services and convenient online appointments.", "keywords": ["financial planning", "wealth management", "investment management", "mortgage brokering", "financial consulting", "poole"], "word_count": 220, "quality_score": 8, "has__tags": "false", "language_used": "en" }

👍 Reviews of Baggette + Co Wealth Management

Sue B.

5/5

I had a very informative and excellent first mtg with Oscar and Harry last month. I am so pleased I have Oscar looking after my finances now. What a great friendly professional team of people who offer a first class service. I am so glad I am now with Baggette & Co.

Chris M.

5/5

I have known Steve Foster for about 30 years, he is a top man, he sorted out all my pensions and finances and has looked after me ever since, I can't fault him, he always keeps me informed of everything, is punctual and smartly dressed. Nothing is too much trouble for Steve, he even kept intouch when I was stuck abroad for 5 months. I wouldn't hesitate to recommend Steve to anyone for financial assistance. There aren't enough superlatives to describe Steve, he is hard working and a credit to the company.

David P.

5/5

I can endorse all the very positive reviews of Steve Foster. Steve has been advising me for some years now and through some difficult situations. His advice has enabled me to make positive decisions about my retirement and to see a clear retirement path. I have always been very impressed with his clear, professional advice.

Chris G.

5/5

Totally happy using Baggette for wealth management. I've been a client for many years and continue to be pleased with the support and advice they provide. Highly recommended.

Ray T.

5/5

Finally I have found a Pensions and investment adviser who have given me and my wife the best experience I have ever received from any of my previous advisers, taking time and care to explain fully all our options. I am at long last able to see properly where my investments and pensions are held ,and am finally aware of the charges , never knowing previously what these were.

I have every confidence that our money is secure and that after 30 years of being ripped off by poor performance and I suspect, high charges, we might finally start to see some real growth, as we enter our retirement.

Well done indeed.

Neil P.

5/5

I find the catch-ups, whether by phone or face to face, are done in a friendly and relaxing but professional way. They always provide me with an excellent update on current position/thinking along with very good advise around my portfolio management.

Dawn R.

5/5

Steve Foster, has for many years been our financial advisor. When he called to advise he would be moving to Baggette & Co we had no reservations whatsoever to move across with him. Steve is totally professional. Exemplary service offered at all times. Steve takes time to explain everything in the greatest detail. He is always immaculately dressed, polite, nothing is too much trouble for Steve. He goes above and beyond with everything. We were so impressed with the service received from Steve, we organised our wills & P.O.A. with him.
Baggette & Co are very fortunate to have such a knowledgeable & professional person join their talented team. Totally recommend Steve Foster to organise finances, wills and power of attorney.

Ian H.

5/5

Steve Foster has tidied and looked after my pension for years now. Always clear and concise with good advice, he is now helping with family issues of Wills and Lasting power of attorney. Would highly recommend.