Baggette & Company Wealth Management Limited

Name: Baggette & Company Wealth Management Limited
Address: North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset, BH15 2BX, GB
Telephone: 01202 676983
Price range: $$
Rating: 5

aka BWM Mortgage & Protection, Baggette + Co Wealth Management, Baggette + Co, Baggette & Company Wealth Management Limited

Authorised FRN 522193 5.0 (120)

About

Chartered independent financial advisers in Poole. We are committed to providing our clients with the highest quality financial advice and services.

Source: baggette.co.uk

Contact & Location

Address

North House, Braeside Business Park, Sterte Ave W, Poole BH15 2BX, UK

More advisers in Bournemouth, Christchurch and Poole

Phone

01202 676983

Website

baggette.co.uk

View on Google Maps

Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 522193
Status: Authorised
Date Authorised: 16 August 2010
Years Authorised: 15 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (15)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 07138035
Company Status: Active
Incorporation Date: 27 January 2010
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 66190

Team (18)

Joanna Lisa Hjalmas
Approved
Sandra Jane Toole
ApprovedCertified
Luke Raymond Richard John Atkinson
ApprovedCertified
Oscar Magnus Hjalmas
ApprovedCertified
Harry Jack Shivas
Certified
Stuart Alexander Buchan
Certified
Warren Desmond Kavanagh
Certified
Keith Alexander Baggette
Certified
Neil Harper Surtees
Certified
Stephen Derek Foster
Certified
Pamela Rosemary Stott
No longer required
Kerry Lynn Palethorpe
No longer required
Kevin reginald Fairey
No longer required
Timothy John Victor Rainey
Certified
Peter Alfred Frederick Connew
Certified
Daniel Mark Edmunds
No longer required
Kevin Doran
Certified
Jamie Schulkins
Certified

Google Reviews

5.0

120 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Poole, South West
15 years FCA-authorised
20 registered individuals
4 specialisms
15 FCA permissions
CH 07138035

Interested?

Request a no-obligation introduction.

Is this your firm?

Claim this profile to add your bio, photo, and fee information.

Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.