Invest In Your
Financial Future
Serving clients from all areas of Ireland, we offer expert financial advice that caters for both the intricate requirements of affluent retail clients and discerning corporate entities.
Our Services
- Pension Planning
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.
- Investment Management
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.
- Life Insurance & Serious Illness Covers
Facing illness and loss is challenging enough without financial worries.
Protect yourself from financial risks and ease stress during these tough times.
- Mortgage Protection
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.
- Income Protection Plans
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.
- Inheritance Planning
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.
How We Guide You
With personalised attention and expert guidance at every step, ensuring your income is safeguarded against life’s uncertainties.
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
We present and explain to you all available options in simple terms so you can make an informed decision
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
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