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Elevate Your Wealth, Maximise Your Success

At Baggette + Co, we are a leading Chartered Financial Planners with a mission to enable more UK retail and business investors to benefit from tailored, independent financial advice. Since 1986, we have been committed to providing our clients with the highest quality financial advice and services.

Our Approach

We believe that everyone deserves access to sound financial advice, and we take pride in delivering exceptional client outcomes. Our team of experienced and highly qualified advisers and technical support employees are dedicated to providing personalized financial plans that align with our clients' unique financial situations and goals. We also strive to provide our clients with objective and unbiased advice, free from any affiliations with brokerage firms or investment banks.

Our Commitment to Chartered Status

We are proud to hold the status of Chartered Financial Planner from the Chartered Insurance Institute (CII). Chartered status is recognized as a mark of excellence in our profession, demonstrating our commitment to delivering the highest standards of professional competence and conduct. We are committed to maintaining our chartered status and to providing our clients with the best possible service.

Our Team

At Baggette + Co, we believe that our employees are our greatest asset. Our team is comprised of experienced and highly qualified advisers and technical support employees who are dedicated to delivering excellent client outcomes. Our employees are passionate about their work, and they are always looking for ways to improve and provide exceptional service to our clients. We are proud to have such a talented and dedicated team of employees.

Our Community

We are committed to supporting charities that are making a difference in the world. We believe that everyone has the right to a better life, and we are proud to support organizations that are working to make that a reality. Our team is passionate about giving back to the community, and we believe that it is our social responsibility to make a positive impact.

Our Services

At Baggette + Co, we offer a range of financial planning services designed to help our clients achieve their financial goals. Our services include:

  • Financial Planning: Secure your future with our comprehensive financial planning services, designed to help you achieve your financial goals.
  • Sustainable Investing: Build your environmental portfolio and make a positive impact on the world.
  • Mortgages: We can help you find the right mortgage to suit your needs and budget.
  • Life Insurance & Protection: Find peace of mind with our life insurance and protection services.

Our Fees

At Baggette + Co, we believe in transparency and openness. We charge transparent fees for all our clients, and we strive to be as open and honest as possible about our fees.

Get in Touch

If you're looking for tailored, independent financial advice, we'd be delighted to help. At Baggette + Co, we're committed to providing our clients with the highest quality financial advice and services. Contact us today to learn more about how we can help you achieve your financial goals.

Reviews (68)
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Positive: Overall, the reviewers have had a highly positive experience with Steve Foster and the team at Baggette, praising their professionalism, expertise, and personal touch.

Professional Expertise and Guidance

Reviewers praise Steve Foster and the team at Baggette for their exceptional professionalism, expertise, and guidance in managing pension investments. Clients appreciate the time taken to explain complex financial issues in a clear and understandable manner, and the team's ability to provide tailored advice and support.

Personal Touch and Communication

Many reviewers highlight the personal touch and excellent communication provided by Steve and his team. They are described as knowledgeable, friendly, and approachable, making clients feel comfortable and at ease. The team's response times to queries are also commended, with many reviewers mentioning swift and efficient responses to their questions and concerns.

Results and Reliability

Clients have seen consistent and exceptional results from the team's management of their investments, with several reviewers mentioning impressive returns over the years. The team's reliability and ability to deliver on their promises are also praised, with many reviewers expressing trust and confidence in their decisions.