Baggot Investment Partners (incorporating New Alliance) Recenzje 

88
Wynik TrustScore: 5 na 5

4,9

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Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej

Zobacz, co mówią recenzenci

Oceniono na 5 z 5

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... Zobacz więcej

Oceniono na 5 z 5

A absolute brilliant company to work with. Aidan is so professional and efficient in what he does. I highly recommend this company.

Oceniono na 5 z 5

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... Zobacz więcej

Oceniono na 5 z 5

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... Zobacz więcej

Informacje dotyczące firmy

  1. Pozabankowe usługi finansowe
  2. Pośrednik finansowy
  3. Pośrednik ubezpieczeniowy
  4. Usługa inwestycyjna

Napisane przez firmę

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.


Dane kontaktowe

4,9

Doskonała

Wynik TrustScore: 5 na 5

88 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

W ostatnim czasie nie zapraszano do recenzowania

Ta firma nie zapraszała ostatnio swoich klientów do recenzowania, dlatego recenzje mogą nie być w pełni reprezentatywne

Jak firma korzysta z Trustpilot

Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.

4,9

Wszystkie recenzje

(88)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 21

Napisz recenzję
Firmy korzystające z platformy Trustpilot nie mogą oferować żadnych zachęt ani płacić za ukrywanie recenzji. Recenzje są opiniami poszczególnych użytkowników, a nie platformy Trustpilot. Dowiedz się więcej

Oceniono na 5 z 5

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 lipca 2025
Opinia niezależna
Oceniono na 5 z 5

Pension Advice

I have been dealing with Aidan through out the process and I have to say the service is excellent. Everything is explained and detailed. The whole experience was friendly and professional.

1 maja 2025
Opinia niezależna
Oceniono na 5 z 5

New Alliance

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 goals. He explained everything so clearly and offered advice that made a real difference. Aidan was professional, attentive, and focused on my needs the whole time. Thanks to him, I feel secure about my financial future. If you're looking for someone who makes financial planning easy and stress-free, Aidan is your man!Five stars all the way.

10 lipca 2025
Opinia niezależna
Oceniono na 5 z 5

Great Experience

I dealt with Aidan and found him professional, knowledgeable, friendly, helpful and understanding. Above and beyond to be honest. Will definitely be dealing with Aidan going forward.

Couldn’t recommend him more.

12 czerwca 2025
Opinia niezależna
Oceniono na 5 z 5

Lucky to deal with Aidan in New Alliance

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 employer. After 8 months of struggle with Irish Life, I nearly gave up untill I met Aidan. He assured me that he had similar cases before and all were closed successfully. I was delighted to see that his efforts were genuine. As of now, I have my savings in Zurich account, and I'm well informed how to navigate from there. Aidan is very friendly, wise and honest person. I would recommend New Alliance to anyone.

2 czerwca 2025
Opinia niezależna
Oceniono na 5 z 5

Thanks Aidan

Thanks Aidan - New Alliance. Aidan's knowledge, expertise, excellent communication and patience allowed us make an informed decision leaving us feeling like very happy customers

1 czerwca 2025
Opinia niezależna
Oceniono na 5 z 5

Highly Professional and Supportive

I had the pleasure of dealing with Aidan Whelan and I cannot recommend him highly enough. He was incredibly helpful, professional, and made the entire process smooth and stress-free. Aidan was always quick to update me as soon as there was any progress. Excellent service throughout.

24 lipca 2025
Opinia niezależna
Oceniono na 5 z 5

Transferral of old pension.

Got really great advice from Aidan in transferring my old pension into a new scheme - really helpful and painless . Much appreciated and it cost me nothing ! Highly recommended .

1 marca 2025
Opinia niezależna
Oceniono na 5 z 5

Pension Advice

Got an advice from Aidan Whelan of New Alliance in dealing issues with my pension. He got all the answers, very good communicator, and mindful of my circumstances, detailed in his advice, have all the courage to take a step of advice even in the phone, and initially give help without commitment.

27 czerwca 2025
Opinia niezależna
Oceniono na 5 z 5

Excellent service

Aidan called me to help with some pension-related questions. Even though he knew I wouldn’t be becoming a client, he still took the time to offer clear, helpful advice and explained when I’d be able to access my pension. He was professional, kind, and incredibly generous with his time. I would highly recommend Aidan Whelan to anyone needing guidance with their pension.

12 maja 2025
Opinia niezależna
Oceniono na 5 z 5

I was unsure at first and then I…

I was unsure at first and then I received a call . And I would have to say if you need advice this is the company do get it from
I have four different pensions and I just wanted to get them all together and the information is spot on and very nice to deal with I have no problem recommending them.
Top class

29 kwietnia 2025
Opinia niezależna
Oceniono na 5 z 5

Advice on pensions.

I have had the pleasure to speak with Aidan on the phone. Aidan took the time to understand my financial goals, priorities and concerns. His advice was clear, thoughtful and tailored specifically to my needs. Aidan has the ability to explain everything about pensions in a way that is easy to understand. This in-turn has empowered me to make an informed decision with confidence. Thank you Aidan.

23 kwietnia 2025
Opinia niezależna
Oceniono na 5 z 5

I can't emphasise enough how hard Aidan & his team work

I can't emphasise enough , how hard Aidan & his team worked for me, to cash in a pension I had over 20 years ago with a company that ceased trading in 2006. I did not know the name of the Pension Company, had no paperwork and only knew it was arranged by the Local Bank Branch.Aidan was able to find the poicy and confirm a value and successfully get it cashed in. I was kept informed at every stage of the process and every e mail & phone call was responsed to promptly and efficiently. If you find yourself in a similar situation, this is the company to turn to, no doubt of that.

14 marca 2025
Opinia niezależna
Oceniono na 5 z 5

I delay with Aidan while setting up…

I dealt with Aidan while setting up mortgage protection. The service was exemplary , Aidan was so professional and very easy to deal with. He made sure I understood every thing he was explaining and why certain things were done certain ways. Aidan would send updates and keep me informed of the process and would answer every single question I had with no issue . Previous to this the whole idea of was daunting but if I had to do it again I know I would be in safe hands.

1 października 2024
Opinia niezależna

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