Baggette & Company Wealth Management Limited

• Principal Place of Business

  North House

  Braeside Business Park, Sterte Avenue West

  Poole

  Dorset

  BH15 2BX

  UNITED KINGDOM

  Phone

  +4401202676983

  Web

  https://www.baggette.co.uk

• Complaints Contact

  North House

  Braeside Business Park, Sterte Avenue West

  Poole

  Dorset

  BH15 2BX

  UNITED KINGDOM

  Phone

  +4401202676983

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Daniel Mark Edmunds

  IRN DXE00102

  • [FCA CF] Client dealing (18 Jul 2023 to 5 Mar 2026)
  • [FCA CF] Functions requiring qualifications (18 Jul 2023 to 5 Mar 2026)
• Dylan Sonny Abbott

  IRN DXA00387

  • [FCA CF] Functions requiring qualifications (11 Apr 2024 to 30 Sep 2025)
• Emma Jane Perkins

  IRN EXP00173

  • [FCA CF] Client dealing (4 Oct 2022 to 13 Dec 2022)
  • [FCA CF] Functions requiring qualifications (4 Oct 2022 to 13 Dec 2022)
• Harry Jack Shivas

  IRN HXS00485

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)
  • [FCA CF] Client dealing (since 3 Mar 2025)
• Jamie Schulkins

  IRN JXS01994

  • CF11 Money Laundering Reporting (28 Mar 2018 to 25 May 2018)
• Joanna Lisa Hjalmas

  IRN JXH01119

  • SMF3 Executive Director (since 6 Jun 2023)
• John Ramsay Atkins

  IRN JRA01079

  • CF30 Customer (16 Aug 2010 to 28 Dec 2011)
• John Trevor Charlwood

  IRN JTC00013

  • CF30 Customer (16 Aug 2010 to 31 May 2012)
• Jordan Tuttle

  IRN JXT01803

  • [FCA CF] Functions requiring qualifications (6 May 2021 to 29 Sep 2025)
  • [FCA CF] Client dealing (6 May 2021 to 7 May 2021)
  • CF1 Director (AR) (29 Jan 2015 to 10 Nov 2017)
• Justin Troy Wiggins

  IRN JTW00011

  • CF30 Customer (16 Aug 2010 to 1 Jun 2016)

• HOMELINE MORTGAGES LIMITED (no longer appointed)

  FRN 565780 · Appointed 5 Oct 2011 · Until 30 Apr 2020

No changes recorded yet.