Baggot Investment Partners

Financial advice for professionals and businesses in Ireland

Baggot Investment Partners is a financial advisory firm based in Dublin that works with professionals and business owners throughout Ireland. Its work ranges from pension consolidation to investment management, with a focus on structuring tax-efficient solutions. The entity operates under the name Baggot Asset Management Limited, trading as Baggot Investment Partners, and is regulated by the Central Bank of Ireland under reference C143849.

Pension planning services

The firm reviews and improves pension plans, designing personalised strategies according to each client's retirement goals. The process includes analysing the current financial situation and developing an investment approach aimed at maximising allowable benefits. As retirement approaches, the company assists in converting savings into an income stream, providing guidance on options such as tax-free lump sums and setting up an Approved Retirement Fund (ARF) or an annuity.

Investment management

Baggot Investment Partners offers personalised investment strategies based on the client's financial goals, risk tolerance, time horizon and other personal circumstances. The firm actively manages and monitors investments for both private clients and companies, carrying out regular reviews and rebalancing to keep portfolios aligned with changing goals and market conditions. The strategies are designed with tax efficiency in mind.

Income protection and insurance

The company provides protection policies to address financial risks arising from illness or death. These include life and serious illness cover, mortgage protection — mandatory when there is a mortgage — and income protection plans that guarantee a regular income if an illness prevents someone from working, with possible tax relief on premiums.

Inheritance planning

The firm addresses inheritance planning, an area which, in its view, is often neglected and can lead to family disputes, asset sales below value, business interruptions or unnecessary tax burdens. Its approach includes drawing up wills and allocating assets.

How we work

The advisory process is structured in three stages: an initial assessment to understand the client's needs and objectives, the presentation of personalised recommendations explained in simple terms, and support with implementing the chosen option. The firm notes that its advisors can travel to the client's home or workplace.

Team and background

The management team consists of Peter Brown (Managing Director, APA), Tony Fitzpatrick (Finance Director, FCCA, MCSI, QFA), David Flynn (Chief Investment Strategist, APA), Aidan Whelan (Director and Senior Financial Consultant, QFA, APA), Paula Woodgate (Director and Senior Financial Advisor, QFA LCI RPP) and Katy Blunn (Office Manager). The company was established in 2016.

Location and contact

38/39 Fitzwilliam Square, Dublin 2 · Phone: 01 554 3678 · Email: info@baggot.ie · Hours: Monday to Friday: 8:00 - 17:00