Baggerman Wealth Management has been operating since 2015, as a Partner Practice of St. James's Place Wealth Management, one of the UKs most established Wealth Management organisations, offering a wide ranges of high quality services to businesses and individuals.
Based in Newbury, our team of Advisers provide private clients with a single point of contact for all of their wealth management requirements, whether you are looking to build, grow, or preserve your wealth. Baggerman Wealth Management stems from a passion for creating and preserving wealth and enabling our clients to access affordable services that provide lifelong added value. We are able to provide advice to clients across the UK.
We believe that individuals should be in control of their financial life plan at all times, have a vision for their future and be able to use a trusted resource to help find suitable solutions.
We are well supported by a friendly and efficient back office team of individuals, to ensure our clients receive the best service possible.
Keeping clients informed of the latest market news and issues that are likely to impact on their wealth is important to our business and our clients. Our E-Briefing Service, will keep you abreast of all of the latest wealth management news and we would encourage you to register for this.
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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website
www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services
Baggerman Wealth Management Ltd is registered in England and Wales, Number 9283873. Registered Office: 25 St. Thomas Street, Winchester, Hampshire, SO23 9HJ.
