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Baggot Investment Partners (incorporating New Alliance) Anmeldelser 86

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TrustScore 5 ud af 5

4,9

Finansiel tjeneste uden banklicens
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Se, hvad kunderne siger

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

I got in touch with Aidan at New Alliance in the hope of finding an old work pension. I wasn't even sure that it still existed. Aidan tracked it down, presented me with options on how to move forward... Se mere

Bedømt til 5 ud af 5 stjerner

I am 62 and have dealt with quite a few insurance and pension companies . New Alliance is streets above the rest . Not even a close second for competition . Sorted out a particular complicated p... Se mere

Virksomhedsoplysninger

  1. Finansiel tjeneste uden banklicens
  2. Økonomisk rådgiver
  3. Forsikringsmægler
  4. Investeringsservice

Skrevet af virksomheden

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.

Kontaktoplysninger

4,9

Fremragende

TrustScore 5 ud af 5

86 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Sådan bruger denne virksomhed Trustpilot

Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.

Virksomheder på Trustpilot må ikke tilbyde incitamenter eller betale for at skjule anmeldelser. Anmeldelser repræsenterer individuelle brugeres meninger, og ikke Trustpilots mening. Læs mere
Bedømt til 5 ud af 5 stjerner

Sorting out my pension was something I…

Sorting out my pension was something I dreaded & had put on the long finger. One day while browsing online, I came across an add for New Alliance & I filled in my details. Aidan promptly got in touch to arrange a call. He explained everything clearly & in plain English. I had 4 pensions with different administrators. Aidan made contact with each administrator & confirmed my leaving service amount, all at no cost to me. My plan is to transfer the total into my own name under Zurich & with New Alliance/Baggot investments as the administrator. I found Aidan to be very friendly, professional, knowledgeable, efficient & easy to deal with. I would have no hesitation in recommending him to anyone looking to make sense of their pension or other financial planning issues. Thanks Aidan & New Alliance, I look forward to working with you into the future!

2. februar 2026
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Excellent service

Excellent service. Aidan takes a very complicated project and does all the hard work. All documents were prepared for me to sign with a full explanation given. I was quite cautious at the beginning about making any changes but Aidan delivered as promised. Thank you so much.

16. januar 2026
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Dealing with Aiden and Zac was an…

Dealing with Aiden and Zac was an absolute pleasure, two extremely professional and competent guys indeed, I couldn't recommend them enough , honestly now, nothing was too much for them, really appreciated their help, courtesy, guidance and professionalism. Thanks again guys

3. december 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Dealt with Aidan

Dealt with Aidan. Because of work hours I could do everything through email. Instructions were very clear and easy to follow. Would highly recommend using them.

14. november 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

I heard about Aidan at New Alliance…


I heard about Aidan at New Alliance from a friend when chatting about pensions, ARF’s etc and am glad I contacted them. Aidan was great - answering all questions promptly and explaining the process of changing to an ARF.
I would highly recommend.
Thanks Aidan 😊

30. september 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Aidan was super supportive throughout…

Aidan was super supportive throughout the whole process, was always on hand to answer any questions I had, putting my mind at ease.
Would fully recommend Aidan and New Alliance for any financial decisions you might have.
Thank you for everything.

1. maj 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Amazing

Speaking with Aidan was the reason I switched my pensions. He was very knowledgeable and explained everything in detail to me about many options. 1st class Pension Advisor . Thank you Aidan

11. juli 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Pension advice

I had a query regarding a pension from a previous employment. I contacted New Alliance. I spoke to Aidan who came across as very friendly and knowledgeable. He took me through all the options available to me and I was able to make an informed decision based on my conversation with him.

24. september 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

A positive experience

I couldnt speak highly enough of New Alliance and Aiden Whelan for the fantastic service he provided me.From advising me to making everything stress free to its sucessful conclusion i want to say thanks very much Aiden.

12. august 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Pension

Adian, laid out the process, options and timelines on my old employers pension. Once I decided, he guided the process and kept me informed at every step. Very happy with the outcome. Great professional service.

31. juli 2025
Uopfordret anmeldelse

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