I am looking to build long-term relationships with my clients, so that they can make sense of their options and help them to achieve their financial goals, through trusted advice and bespoke solutions as their financial needs evolve over time.My advice covers all areas of wealth management, including, retirement planning, estate planning, protection planning and investment planning. More details are available on the Baggerman Wealth Management website at www.baggermanwm.co.uk.Baggerman Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 01/10/2024
Listed skills include Management, Financial Planning, Personal Pensions, Investments, and 6 others.