I had dealings with Aidan in relation to pensions .. he was extremely helpful and very informative. He very clearly explained my options . This gave me a better understanding of my situation this... Ver mais
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A absolute brilliant company to work with. Aidan is so professional and efficient in what he does. I highly recommend this company.
I recently worked with Aidan at New Alliance Wealth Planning LTD, and he was fantastic! From the get-go, Aidan showed he really knows his stuff and truly cared about helping me reach my financial goal... Ver mais
What made my experience great was mainly talking to Aidan. We had a very constructive chat about my previous pension. I had a masssive problem to transfer founds saved for my retirement to current emp... Ver mais
Informações sobre a empresa
Escrito pela empresa
Established in 2016, Baggot Investment Partners, a Central Bank-regulated investment intermediary firm, excels in designing and supervising tailor-made investment strategies for all our clients. Leveraging global and domestic investment products and assets, our approach centers on using our in-house expertise for active asset management. We cater to diverse risk profiles through a variety of investment strategies, often customizing portfolios to meet unique client requirements. Large or small, pension or cash investment, the Baggot team offers an active service allowing your investments to align with market conditions. Since 2016, Baggot Investment Partners has proudly operated as a firm wholly owned by its management team. This ownership structure empowers us to focus solely on the best interests of our clients, free from external pressures. In late 2025 Baggot purchased New Alliance Wealth Planning Ltd (now Baggot Life & Pensions). This allowed us to further extend our product offering and grow our team of experts. Baggot Life and Pensions offer Protection products i.e. Income, Keyman, Business, Inheritance and Life. and cash release pension options. We understand that every client’s journey is personal. That’s why our dedicated team works closely with you to understand your financial aspirations, risk tolerance, and long-term objectives. Whether you’re planning for retirement, building wealth, or managing your existing investments, our bespoke solutions are designed to navigate the complexities of the financial markets effectively. Partner with us and experience the Baggot difference.
Informações de contacto
38 Fitzwilliam Square, Dublin, Irlanda
- +35315543678
- info@baggot.ie
- baggot.ie
4,9
Excelente
88 opiniões
Sem histórico de convites para avaliação
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Thank you aidan so much for all your…
Thank you aidan so much for all your help very considerate and understanding a very nice and respectful man. Always at the other end of the phone with helpful advice and a very good listener. Very willing to do the best for your client and that comes across clearly on first meeting. Thank you again for all your help and dealing with our situation quickly, you helped us so much. Sincerely christy and clare maypother.
4 de agosto de 2023
Opinião espontânea
I contacted New Alliance with a pension query
I contacted New Alliance with a question about setting up a new pension, and I was very impressed with how knowledgeable and professional they were. The process was made very easy and stress free so I would have no problems recommending them.
3 de julho de 2023
Opinião espontânea
I have used New Alliance for setting up…
I have used New Alliance for setting up a pension and found them very helpful. They provided excellent advice and I did not feel pressured into doing anything.
18 de junho de 2023
Opinião espontânea
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