Keith Baggette, Chairman of Baggette & Company, is a Chartered Financial Planner which is recognised in the industry as the ‘gold standard’ for financial planners in the United Kingdom. He has over 30 years’ experience working in financial services, most of which has been spent advising clients.
He specialises in pensions and investment management but has qualifications in all the key areas of financial planning, including pensions, investment, taxation, trusts, lifetime planning and mortgages. Keith also holds a Certificate in Discretionary Investment Management, accredited by the Chartered Insurance Institute (CII). Outside of work, Keith served as Chairman of the Dorset Growth Hub Investment Panel, working to support the economic growth of Dorset businesses. In his spare time, Keith is also a keen sailor.
Vicky Baggette, Managing Director of Baggette & Company, uses her extensive experience to oversee all non-advisory aspects of the business. Vicky’s role includes strategic development and planning, ensuring that all service standards are in place and overseeing business marketing.
Vicky has helped to grow the business into one of the leading wealth management companies in the south and strives to ensure that all clients receive a high quality bespoke service. Vicky also directs all personnel and human resource matters, including recruitment, helping to build and develop the highly successful and client focussed team at Baggette & Company.
Her previous roles have included Operations Manager at a start-up firm, securing a first-round investment of £5m, and working in both the UK and New York in foreign exchange operations for a major financial organisation. She is married with two children.
Chartered Financial Planner & Business Development Manager
With a breadth of knowledge and expertise in advising high net worth individuals, he is a valued member of the Baggette Wealth Management team, not only in advising all clients, but also in respect of business development.
With a career including Directorship held within Coutts & Co UK management as well as running his own businesses, Stuart is passionate about helping entrepreneurs and business professionals develop and grow their wealth and financial security.
Nick Kesley is Chairman of the Investment Committee at Baggette & Co. He brings extensive expertise to the company, with over 35 years’ experience in the financial markets, with notable previous positions including Senior Vice President of Capital Markets at Kidder Peabody – a major US investment bank.
Ann Lampitt is Executive PA to the Chairman and MD. As well as being a top level administrator, Ann plays an integral role in business processing and day to day support of the Executive team. Exceptionally organised, Ann has more than 25 years’ experience in business and administration.
He has worked for Baggette before and we are delighted to welcome him back to the company. Prior to becoming an IFA, Neil served a full career in the Army, retiring after 22 years. Neil specialises in offering advice on investments, pensions and protection solutions. His qualifications include the full Diploma in Financial Planning (Dip PFS) accredited by the Chartered Insurance Institute (CII), and the Certificate in Mortgage Advice and Practice (CeMAP). Neil also holds the G60 qualification in Advanced Pensions, allowing him to advise on all types of occupational pensions. Outside of work, Neil likes to keep fit with regular gym sessions. He also devotes some of his spare time to charity work and is a volunteer caseworker with SSAFA, a major Armed Forces charity.
North House, Braeside Business Park
Previously, Hayley has worked for large financial management firms as a Personal Assistant and a Paraplanner. In her spare time, Hayley loves to take her two border collies on long walks in the forest.
John Vailes is a Chartered Research & Planning Consultant at Baggette & Co. He also sits on our Investment Committee utilising his specialism and knowledge of investments and pension planning. John previously worked as a Senior Paraplanner and Team Leader at a financial advisory firm, before joining us at Baggette & Company.
He holds the Advanced Diploma in Regulated Financial Advice – making him a Chartered financial planning professional – and a BSc Honours Degree in Quantity Surveying with Project Management. John has spent four-and-a-half years in the industry, having previously worked as a Senior Paraplanner and Team Leader at a financial advisory firm. For leisure, John likes to cycle. He has ridden around the entire perimeter of Mallorca in under 12 hours and has recently spent five days riding in the French Alps.
Martyn Beaton works in our Research & Planning team here at Baggette & Co. and has been working in financial services for the last 20 years. He holds a Chartered Insurance Institute (CII) qualification in Mortgages and Equity Release. Martyn has previously worked as Operations Manager in a financial services company in Gibraltar, as well as in the banking and insurance industry.
Holding a range of qualifications in financial planning, investment and risk, long term care and securities, Garry particularly enjoys the personalised and detailed approach offered by Baggette and Company, specifically in comparison to the big corporates. In his spare time Garry enjoys spending time with his family and the odd round of golf.
Sue Paszyc oversees our Client Services team as Team Leader. With an emphasis on client relations and customer relations, Sue uses her expertise to ensure that our high standards are met. She has over 30 years’ experience working for various financial services firms and building societies.
Sebastian is a Client Servicing Agent. His qualifications include Accounting levels two and three, accredited by the Association of Accounting Technicians (AAT). His previous roles include working for a busy general insurance company, where he specialised in customer service.
