Financial Planning

At BAGGOT Investment Partners we offer Financial Planning services for High Net Worth Individuals and businesses alike, taking special care to tailor them to your specific needs.

CONSULT

The consultation phase involves an initial meeting where we review your existing finances, discuss your goals and establish your risk profile.

This is really a getting to know you opportunity for both parties and allows us to establish your financial priorities, whether that is pension, investment or protection related. The initial consultation is free.

DESIGN

The next step in our comprehensive service is for us to design a financial plan tailored to your needs. From the review of your existing finances and your risk profile, we use this information to select effective products from the market that can achieve your goals. You can use this plan as a template for future financial decisions in the context of an overall financial strategy. The cost of the design phase is based on an hourly rate agreed in advance.

EXECUTE

The second consultation phase is to discuss the plan we have designed for you. Any amendments can be made at this stage to ensure you are totally happy with the strategy. Once we have agreed your plan we manage the implementation process for you. We offer a transparent fee basis that ensures our service is impartial, affordable and appropriate to your needs.

REVIEW

We continually review the plan we have designed for you, taking into account any changes in your personal finances. If we feel the plan needs adjusting in any way we will consult with you outlining our recommendations.

This ensures your financial strategy is up to date and suitable to your requirements.

If You Would Like to Know More About Our Financial Planning Service Please Click Below Arrange a Callback.