Baggette + Co Wealth Management - Poole

Ray T.

Finally I have found a Pensions and investment adviser who have given me and my wife the best experience I have ever received from any of my previous advisers, taking time and care to explain fully all our options. I am at long last able to see properly where my investments and pensions are held ,and am finally aware of the charges , never knowing previously what these were.

I have every confidence that our money is secure and that after 30 years of being ripped off by poor performance and I suspect, high charges, we might finally start to see some real growth, as we enter our retirement.

Well done indeed.

Chris M.

I have known Steve Foster for about 30 years, he is a top man, he sorted out all my pensions and finances and has looked after me ever since, I can't fault him, he always keeps me informed of everything, is punctual and smartly dressed. Nothing is too much trouble for Steve, he even kept intouch when I was stuck abroad for 5 months. I wouldn't hesitate to recommend Steve to anyone for financial assistance. There aren't enough superlatives to describe Steve, he is hard working and a credit to the company.

David P.

I can endorse all the very positive reviews of Steve Foster. Steve has been advising me for some years now and through some difficult situations. His advice has enabled me to make positive decisions about my retirement and to see a clear retirement path. I have always been very impressed with his clear, professional advice.

Yvonne O.

Steve Foster has provided financial advice to me for 7 years since my retirement. He initially helped with the consolidation of savings accounts and pension plans. We have regular meetings to review saving plans and will provide useful updates on the financial situation at the time. He is very professional and knowledgeable, and answer questions promptly at any time, seeking advice from colleagues when these are outside his area of expertise. He has been a trusted adviser who has become a friend.

Dawn R.

Steve Foster, has for many years been our financial advisor. When he called to advise he would be moving to Baggette & Co we had no reservations whatsoever to move across with him. Steve is totally professional. Exemplary service offered at all times. Steve takes time to explain everything in the greatest detail. He is always immaculately dressed, polite, nothing is too much trouble for Steve. He goes above and beyond with everything. We were so impressed with the service received from Steve, we organised our wills & P.O.A. with him.
Baggette & Co are very fortunate to have such a knowledgeable & professional person join their talented team. Totally recommend Steve Foster to organise finances, wills and power of attorney.

gay R.

The meeting l had with Oscar was very informative and learnt a lot of things l could do, both Oscar and Harry were very pleasant and helpful.

Tony K.

Oscar provides a very high level of professional service. He understands wealth management and how it affects the family in general and the individuals. He works well with other professions ie. Accountants and Solicitors to provide an integrated service that is so necessary in this complicated world we live in.

Ian H.

Steve Foster has tidied and looked after my pension for years now. Always clear and concise with good advice, he is now helping with family issues of Wills and Lasting power of attorney. Would highly recommend.