About Us
Building partnerships rooted in mutual interests.
Baggot Investment Partners ensures the best
management of your financial resources.
Delivering on our promises and exceeding your expectations.
Baggot Investment Partners
& Baggot Life and Pensions
- Who we are and what we do.
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.
Sustainable Finance Disclosure Regulation - IBIPs & Pension Advice
In accordance with the Sustainable Finance Disclosure Regulation (‘SFDR’), we inform you that when providing advice on insurance-based investment products/Investments, we assess, in addition to relevant financial risks, relevant sustainability risks as far as this information is available, in relation to the products proposed/advised on. This means that we assess environmental, social or governance events/conditions that, if they occur, could have a material negative impact on the value of the investment.
We require each client to complete an ESG questionnaire so we can determine the importance of these factors to the customer and dependant on the result we review product provider literature in relation to sustainability risks and will liaise with the providers in relation to any queries in relation to the funds.
In relation to Principal Adverse Impacts on sustainability factors, when providing advice on insurance-based investment products (‘IBIPs’) or investment advice, we assess the PAI information published by product manufacturers where relevant.
This information will be reviewed by the firm on an annual basis.