Financial Advice for Professionals and Business Owners Across Ireland

From Pension Consolidation to Investment Management –
We work for you, not a Bank

Regulated by the Central Bank of Ireland · Ref: C143849

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Thursday 24th September, 7pm via Zoom

Analysis of current market conditions
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Inflation and Interest Rates
Investment Opportunities & Investments to Avoid
Raising cash from Deferred pensions, AVC,s, Retirement Bonds
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Our Services

We review and improve your pension plan.

At Baggot, we specialize in crafting personalised pension plans for all clients, aimed at realizing your envisioned retirement lifestyle.

Our process involves a thorough analysis of your retirement objectives, an assessment of your current financial standing, and the development of a strategic investment approach. Pensions are a major tax efficient vehicle to providing wealth in retirement; therefore, it is vital your investment strategy is structured to maximise allowable benefits.

As retirement nears, we assist you in transforming your savings into a reliable income stream, guiding you through options like tax-free lump sums and setting up an Approved Retirement Fund (ARF) or Annuity.

At Baggot, we understand that your financial goals are as unique as you are. That’s why we offer personalized investment strategies tailored to your individual financial needs.

We provide you with tailored recommendations based on your individual financial goals, risk tolerance, time horizon, and other personal factors.

We actively manage and monitor investments for retail clients and corporates, conducting regular reviews and rebalancing to ensure that your portfolio remains in line with your evolving goals and the changing market.

Our strategies are designed to be as tax efficient as possible, ensuring that more of your earnings are working towards your financial goals.

Facing illness and loss is challenging enough without financial worries.

Protect yourself from financial risks and ease stress during these tough times.

Mortgage Protection is mandatory if you have a mortgage. While banks offer it, their rates can be high.

Cover your debt if you pass away during the mortgage term. Choose your policy for better rates and flexibility.

If illness prevents you from working, this policy ensures you receive regular income to replace your lost earnings, unlike a lump sum from life insurance.

Plus, you may be eligible for tax relief on your premiums.

Many neglect essential planning, such as creating a will or deciding how to allocate assets; leading to chaos and stress, resulting in family disputes, undervalued asset sales, business disruptions, or unnecessary tax burdens.

A little planning goes a long way.

Meet Your Advisors

Peter Brown

Managing Director
APA

Tony Fitzpatrick

Finance Director
FCCA, MCSI, QFA

David Flynn

Chief Investment Strategist
APA

Aidan Whelan

Director/Senior Financial Consultant
QFA, APA Debt Management

Paula Woodgate

Director/Senior Financial Advisor
QFA LCI RPP

Katy Blunn

Office Manager

How We Guide You

With personalised attention and expert guidance at every step, ensuring your income is safeguarded against life’s uncertainties.

01 5543678
info@baggot.ie

Step 1

Assessment & Customisation

No matter what your query is, we will have an initial chat to get to know what your needs and objectives are so we can guide you in the right direction

Step 2

Personalised Recommendations

We present and explain to you all available options in simple terms so you can make an informed decision

Step 3

Implementation

Once you have decided what you would like to do, we will assist you from start to finish to ensure the process is as straightforward as possible

Don’t Just Take Our Word For It

I came across this company on Instagram while reviewing my pension options and contacted them for advice. I initially dealt with Aidan who gave me great advice and insight. As I engaged further with him, I felt very comfortable and reassured in my dealings. He called to the house with his colleague Geoff and discussed all my pension options in detail, in plain English. I never felt pressured into doing anything and they were very patient with me as I had lots of questions. I decided to move my pension plan to their company and I haven’t regretted my decision. Highly recommend Aidan and Geoff.

Professional and friendly service Many thanks to Aidan at Baggot Life and Pensions for his help and guidance when I recently needed support in relation to a pension. Aidan kept me updated at every stage with emails and phone calls so I felt involved every step of the way.... delighted with the professional friendly prompt service.

I contacted Baggot Life and Pensions about my old workplace pension that I wanted a cash settlement applied for as I tried myself and was offered pitence for. I cannot rate Baggot Life and Pensions and Aidan Whelan high enough he was just brilliant ! And my experience dealing with Aidan Whelan from start to finish was top draw so professional and always updating me how my case was progressing. He realised a excellent settlement amount that I am still amazed at several weeks later! I would highly recommend Baggot Life and Pensions and Aidan Whelan to family and friends I so delighted with my outcome.

We have Recently had the pleasure of Dealing with Aidan Whelan from Baggot Life and Pensions wealth planning. I found Aidan to be very knowledgeable, prompt and professional while always having our best interests at heart. He is definitely someone I can recommend and would have no hesitation in saying that we were 100% happy with the service we have received. Thanks for your help Aidan it has been very much appreciated. Regards Phil

Aidan was recommended to me by a colleague who spoke very highly of their experience in dealing with Aidan. Having discussed my business with Aidan he took control of my affairs as regards a previous pension I had and also some mortgage interests I had. He dealt with all these affairs for me in an extremely professional and detailed manner. I can’t recommend Aidan and the company highly enough and look forward to doing further business in the future. Mick Territt

I got in touch with Aidan in October last year to try and find a pension I had contributed to, Aidan checked everything out for me and talked me through the paperwork, he made it seem so easy. I am very happy with the help and guidance provided by Aidan and I have told friends about Baggot Life and Pensions. I had no worries once I got talking to Aidan. He is friendly, very professional and helpful Bridget in Co Clare

Your Success Is Our Reputation

Take the First Step to Financial Planning Advice with Security

Prefer to Call? 01 554 3678

We come to you – our advisors can meet
you at home or at your workplace.