Trusted Financial Advice In Ireland
Securing prosperity for high net-worth clients. Invest into your financial future with Baggot.
From exclusive investment opportunities within Ireland to intricate pension planning or tax-efficient corporate solutions, we offer expert financial advice that caters to both the intricate requirements of affluent retail clients and discerning corporate entities. We design and maintain exclusive investment portfolios for our cash and pension clients.
Want to learn what we can do for you?
From exclusive investment opportunities within Ireland to intricate pension planning or tax-efficient corporate solutions, we offer expert financial advice that caters to both the intricate requirements of affluent retail clients and discerning corporate entities. We design and maintain exclusive investment portfolios for our cash Investment and pension clients.
Want to learn what we can do for you? Give us a call and arrange a no-obligations financial review with our expert Peter Brown.
- Trusted
- Experienced
- Analytical
Featured IN
Services
What we do
As one of the leading independent financial advisors in Ireland, we pride ourselves on delivering professional financial advice, investment advice, pension advice and retirement planning services customized to suit your unique needs and aspirations.
We cater to clients from all areas of Ireland.
01.
Investment Advice
Our comprehensive approach considers all facets of your financial life, including tax efficiency, estate planning, investment management, and risk mitigation.
Our portfolios are customized to align with your individual needs and aim to deliver performance that often exceeds that of many conventional investment funds.
02.
Pension Planning & Retirement
We understand that a cookie-cutter approach won’t cut it. Your financial goals, risk tolerance, and personal circumstances are unique.
We guide you through a myriad of options PRSA’s, AVC’s, Buy Out Bonds, and ARF’s, helping you choose the perfect path to secure your financial future when you retire and in the years after.
Our team brings over 35 years of in-depth knowledge and experience, ensuring your pension is managed with the utmost expertise and foresight.
03.
Investing Webinars
At Baggot, we’re passionate about empowering you with knowledge.
Join us for our regular 45-minute investment webinars, where we cover a diverse array of topics to keep you informed and ahead in the ever-evolving world of investing.
Secure your spot now! It’s free.
Why us
Experience the Baggot Difference
Work with one of Ireland’s leading financial advisors to make your money work for you.
ROI
Our firm's focus on tailored investment portfolios is designed to deliver competitive and sustainable returns on investment.
With a history of strong performance, even during challenging economic times.
Experience
Our team of seasoned professionals and financial advisors has a wealth of markets
experience in some of the largest global financial institutions, including Barclays
Bank and Brevan Howard.
This deep expertise means clients can count on well-informed advice and strategies that have been honed over years of practical experience.
Client First
Our clients' needs and goals are at the forefront of every decision.
The team is dedicated to providing personalised service and ensuring that clients are involved and informed throughout the investment process.
Personalised
We place a strong emphasis on creating personalised investment portfolios that align with the unique financial goals and risk tolerance of each individual client.
Our bespoke approach ensures that investments are not one-size-fits-all but rather customized to provide the best fit for the client's investment objectives.
Risk Dynamic
The extensive experience of our team in treasury and financial markets translates into a robust risk management framework.
We employ sophisticated techniques to manage market risks, helping to protect clients' investments against market volatility and uncertainties.
Diversified
With a broad spectrum of modern financial products and execution strategies, Baggot Investment Partners provides access to a wide range of investment and retirement planning options.
This diversity allows clients to take advantage of various market opportunities and helps in building a well-diversified investment portfolio to minimize risk and maximize potential returns.
ROI
Our firm's focus on tailored investment portfolios is designed to deliver competitive and sustainable returns on investment.
With a history of strong performance, even during challenging economic times.
Experience
Our team of seasoned professionals and financial advisors has a wealth of experience spanning several decades in the financial industry.
This deep expertise means clients can count on well-informed advice and strategies that have been honed over years of practical experience.
Client First
Our clients' needs and goals are at the forefront of every decision.
The team is dedicated to providing personalised service and ensuring that clients are involved and informed throughout the investment process.
Personalised
We place a strong emphasis on creating personalised investment portfolios that align with the unique financial goals and risk tolerance of each individual client.
Our bespoke approach ensures that investments are not one-size-fits-all but rather customized to provide the best fit for the client's investment objectives.
Risk Dynamic
The extensive experience of our team in treasury and financial markets translates into a robust risk management framework.
We employ sophisticated techniques to manage market risks, helping to protect clients' investments against market volatility and uncertainties.
Diversified
With a broad spectrum of modern financial products and execution strategies, Baggot Investment Partners provides access to a wide range of investment and retirement planning options.
This diversity allows clients to take advantage of various market opportunities and helps in building a well-diversified investment portfolio to minimize risk and maximize potential returns.
Testimonials
Case Studies
We advised Declan that the bulk of the funds should be in a medium risk account, however we also set up two other accounts where Declan has smaller high-risk strategies.
This provides Declan with the excitement of equity only but also the security of a multi asset medium risk account.
He is building his pension pot aggressively and makes large contributions irregularly.
Ben has a keen interest in the markets and likes the actively managed service Baggot provides.
He also appreciates the feedback David Flynn provides on the rationale of each investment.
William invests his surplus funds with Baggot but needs access at short notice if a property opportunity presents itself.
Many other providers have lock-in periods and exit costs, so Baggot’s liquid, no entry/exit cost portfolios suit William perfectly as he can add or withdraw at ease.
Baggot set up Bernard and Jill with PRSA’s and they contribute small amounts monthly.
Eventually they wish to sell the business, so Baggot liaise with their accountant as to how much to leave in the company and how much to transfer to the pensions.
On leaving we structured his various pensions into three PRSA’s and one buy out bond.
At this stage Jim does not want to retire and does need an income from his pension. The reason we set up several PRSA’s is that Jim can move to an ARF, one pension pot at a time, without triggering his total tax-free lump sum.
He is very conscious about tax so requires a CGT (Capital Gains TAX) solution.
Colin is invested in Baggot Equity Income which is CGT based while also focused on dividend income.
Colin sweeps his dividends monthly as this provides a nice cash injection to compliment his other income.
We advised Declan that the bulk of the funds should be in a medium risk account, however we also set up two other accounts where Declan has smaller high-risk strategies.
This provides Declan with the excitement of equity only but also the security of a multi asset medium risk account.
He is building his pension pot aggressively and makes large contributions irregularly.
Ben has a keen interest in the markets and likes the actively managed service Baggot provides.
He also appreciates the feedback David Flynn provides on the rationale of each investment.
William invests his surplus funds with Baggot but needs access at short notice if a property opportunity presents itself.
Many other providers have lock-in periods and exit costs, so Baggot’s liquid, no entry/exit cost portfolios suit William perfectly as he can add or withdraw at ease.
ABOUT
Who we are.
"We believe the client should be the winner, not the market"
Baggot is a Central bank regulated investment manager. We specialize in designing and monitoring investment strategies that are built using global investment products and assets. Where almost all financial advisors and brokers would simply refer your business to a large external manager, in return for a commission, we use inhouse expertise to actively manage your assets
Our team, led by experts Peter Brown, Tony Fitzpatrick, and David Flynn, excels in creating low to medium risk investment portfolios, each uniquely tailored to our high net-worth clients.
We offer investment strategies across various risk profiles. In many cases, we build portfolios in-line with our client’s specific needs (CGT focus, income focus, etc.).
Our approach combines modern financial products with advanced execution strategies, ensuring personalised solutions for every investor. Whether you’re focusing on retirement, wealth building, or managing existing investments, our team is committed to understanding your aspirations and guiding you through the financial landscape.
At Baggot Investment Partners, we value transparency and integrity, striving for excellence in client satisfaction. Join us for a bespoke investment experience that aligns with your financial objectives, as we work together to secure your financial future.
Webinar
Join our free webinar on investing for High Net-Worth Individuals
We frequently hold webinars for high net-worth individual and corporate clients, where our financial experts will provide you with a comprehensive overview of current investment opportunities and potential pitfalls to avoid.
The current webinar covers:
- Economic Outlook
- Outlook For Tech & AI Stocks
- Executive Pension Planning
- How To Set Risk Parameters
- Cash Investments
- Current Investment Opportunities
- Q&A
SIGN UP!