Baggette + Co. Wealth Management Celebrates Growth with Young Talent Achieving Chartered Status

Focus Keyword: Chartered Financial Planner

Remarkable Achievement at a Young Age

Baggette + Co. Wealth Management is making headlines with the remarkable achievement of Harry Shivas, an Independent Financial Adviser (IFA) from Poole, who has attained Chartered status at just 25 years old. This accomplishment positions him as one of the youngest Chartered Financial Planners in the UK.

Harry’s journey to achieving this prestigious designation marks both a personal triumph and a reflection of his unwavering determination early in his career. His success resonates with the core values of Baggette + Co., emphasizing excellence, professional development, and high standards in wealth management across Dorset, Bournemouth, and Hampshire.

Understanding Chartered Status: What It Means for Clients

Achieving Chartered status is widely regarded as the gold standard for financial advisers, signifying the highest level of technical knowledge, ethical practices, and a client-first approach to financial planning. To earn this designation, advisers must:

• Complete the Chartered Insurance Institute (CII) Level 6 Advanced Diploma in Financial Planning.
• Hold membership in the Personal Finance Society.
• Accumulate a minimum of five years of relevant experience.

For Harry, who began accumulating his experience during a university placement, attaining Chartered status at this early stage in his career is a notable distinction among young IFAs in Dorset.

Statement from Harry Shivas

Harry shared, “While the title is important, it fundamentally serves to reassure clients. Becoming Chartered enhances the confidence in the financial advice I provide, ensuring it meets the highest professional standards. My goal is to deliver client-centered advice, but this status adds a vital layer of trust to my relationships.”

A Distinctive Milestone: One of the Youngest Chartered Planners in the UK

With only 0.6% of financial advisers being under 25, Harry’s achievement of Chartered status at this point in his career is a rarity in the industry.

Harry expressed pride in his accomplishment, noting, “It’s a stepping stone for further growth. This status allows me to continuously learn and serve clients with the best financial advice possible.”

Commitment to Lifelong Learning

Since joining Baggette + Co., Harry has continued to enhance his qualifications, currently studying for the Investment Management Certificate (IMC) and aiming for the Chartered Financial Analyst (CFA) designation. This further educational pursuit equips him to tackle more complex client investment needs.

Insights from Oscar Hjalmas, CEO

Oscar Hjalmas, CEO of Baggette + Co. Wealth Management, commended Harry’s achievements, stating:

“Harry’s early attainment of Chartered status inspires our entire team. At Baggette + Co., we foster a culture of continuous learning and growth. Our focus is not merely on expansion but on attracting technically proficient advisers who prioritize client relationships.”

Sustainable Growth and Development at Baggette + Co.

Baggette + Co. continues its strategy of ambitious growth driven by a successful two-year trajectory. The firm has expanded its teams of Independent Financial Advisers, Client Services, and Paraplanning professionals, enhancing its capability to provide quality support for both advisers and clients.

The firm has also made key strategic hires at a senior level, appointing a Head of Marketing and a Head of Client Services to strengthen brand presence and client engagement in the financial planning sector.

Investing in the Future of Financial Advisers

Harry is a strong proponent of Baggette + Co.’s Financial Adviser Development Academy, which was launched earlier this year. The Academy offers a structured pathway for aspiring advisers, encompassing entry-level roles to Chartered Financial Planner status through exams, mentoring, and hands-on experience with clients.

Upcoming Opportunities

The next intake for the Academy will be announced later this year, presenting chances for new entrants to follow in Harry’s footsteps and pursue a career as Independent Financial Advisers in Dorset.

Harry commented, “It’s rewarding to work in a firm that actively nurtures the next generation of financial advisers. Gaining real experience and being mentored by recent success stories significantly impacts development.”

Conclusion: A Commitment to Excellence in Wealth Management

Baggette + Co. Wealth Management remains dedicated to investing in exceptional talent, preserving its reputation as one of the most trusted wealth management firms in Dorset and the South Coast. Since its establishment in Poole in 1986, the firm has experienced consistent growth by attracting top independent financial advisers who align with its values of transparency, independence, and long-term relationship-building with clients.

Following a management buyout in 2023 led by Oscar Hjalmas and Business Adviser Jo Hjalmas, the firm has expanded its team to over 30 professionals, offering skilled pension advice, retirement planning, and investment guidance in Dorset, Bournemouth, Hampshire, and beyond.

This commitment to excellence and innovation sets Baggette + Co. apart in the financial services landscape, driving the firm forward as it looks to the future.