Baggette + Co. Wealth Management shared Ethan Davies' news release giving a deeper dive into his career and ambitions.
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August, in review. ☀️ August brought the usual summer pace, with plenty of the team and our clients enjoying some well-earned time away. But before September gets underw…
Company
Baggette + Co. Wealth Management
A Better Financial Future.
- Industry
- Financial Services
- Location
- Poole, GB
- Company size
- 11–50 employees
About Baggette + Co. Wealth Management
At Baggette & Company Wealth Management, we are genuinely focused on providing exceptional service with the aim of developing long term relationships with our clients. Independent financial advisers (IFA) and leaders in private client wealth management, our Chartered Status is the profession’s gold standard. This gives you reassurance and peace of mind in the knowledge that you are receiving the highest quality of financial and investment advice and total professionalism at all times.
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Latest activity from Baggette + Co. Wealth Management
6 signals
People
Baggette + Co. Wealth Management awarded Catrin Promitzer the Colleague of the Quarter award.
Research & Knowledge
Baggette + Co. Wealth Management shared an update on HMRC inheritance tax inquiries reaching their highest level in six years.
People
Baggette + Co. Wealth Management welcomed Ethan Davies as an Independent Financial Adviser bringing over seven years of experience across financial planning and investment management.
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Balance: Wealth Planning Limited