Baggot Investment Partners Reviews 86

TrustScore 5 out of 5

4.9

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See what reviewers are saying

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Company details

  1. Non-Bank Financial Service
  2. Financial Consultant
  3. Insurance Broker
  4. Investment Service

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

86 reviews

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Rated 5 out of 5 stars

Outstanding!!!…

I discovered this firm in an ad and am so glad I did. Service was second to none and Aidan was so helpful and informative. For my pension which I thought was a lost cause he went above and beyond with help and attention and is an extremely friendly and approachable guy. There was no pushiness or impatience and I could contact him with any queries or problems at all. I have recommended them to 2 others and would have no issue doing so again. Thanks so much to Aidan for an exceptional service and good luck in the future with all your ventures. Denise

December 2, 2024
Unprompted review
Rated 5 out of 5 stars

Brilliant company to deal with Aidan…

Brilliant company to deal with Aidan and his team so efficient and professional. I was cashing in my pension and Aidan organised the whole thing explained all my options and even delivered my money to arrive just before Christmas !! Delighted with the service I was given, they organised everything for me it was so simple !! Highly recommend I will be using this company and Aidan’s service again without a doubt :)

November 20, 2024
Unprompted review
Rated 5 out of 5 stars

Great company to deal with

Had an issue with a pension. Ran into some problems and Aidan couldn't have been more helpful getting the problem sorted.
Fantastic communication all the way and most grateful for all the help.
Would highly recommend New Alliance to anybody to get the job done.

October 8, 2024
Unprompted review
Rated 5 out of 5 stars

New Alliance, super company to deal with.

Sent in a query to an ad I seen online, and from the first call I received from Aidan at New Alliance both he and the company were an absolute pleasure to deal with always ringing and keeping me up today on the process. And would have no problem dealing with or recommending them to anyone.

October 1, 2024
Unprompted review
Rated 5 out of 5 stars

I am so glad that I came across an ad…

I am so glad that I came across an ad for New Alliance on instagram. I had an old work pension and had no idea how to track it down, or even if it was still available. From the outset Aidan was great to deal with and very down to earth. He explained everything and made the whole process easy from start to finish. I am very grateful to him and delighted with what I have recieved from my pension. I couldnt recommend Aidan and New Alliance highly enough. Ingrid Meleady

November 13, 2024
Unprompted review
Rated 5 out of 5 stars

So grateful to Zach for all his help…

So grateful to Zach for all his help and information.Im a carer to my 2 boys and had to reture 3 years ago but i had a small pension from a previous job which Zach informed me i could cash out under the Hardship scheme.I had no idea i could do that and would have had to wait til i was 60 years old until Zach told me.Great service and very friendly as well.

October 3, 2024
Unprompted review
Rated 5 out of 5 stars

Many thanks to Aidan for his great help…


Many thanks to Aidan for his great help with my case. He was very understanding and patient with me when it came to grasping different things... 🤭
100 percent professionalism. Thank you again.
Monika.

September 9, 2024
Unprompted review
Rated 5 out of 5 stars

Pension

AIDEN WAS FANTASTIC. THE SERVICE ALWAYS AVAILABLE AND WE GOT OUR MONEY WITHIN A FEW WEEKS. HGHLY RECOMMENDED

January 10, 2024
Unprompted review
Rated 5 out of 5 stars

"A" rated Pension advice

Aidan gave brilliant pension advice to me recently and looked after the paperwork side of all transactions seamlessly. He has an in-depth knowledge of all things personal finance rated and has given me some very sound financial advice and food for thought going forward. Always a pleasure to talk to and contactable.

June 5, 2024
Unprompted review
Rated 5 out of 5 stars

The most efficient, helpful and friendly finacial organisation.

From the very first contact with Aidan at New Alliance I was really impressed with his professionality mixed with friendlyness, in how he explained everything to me. He was always prompt and truthful with delivery of information and made my dealings with New Alliance a very pleasant experience. I highly recommend this company and Aidan in particular.

August 30, 2024
Unprompted review
Rated 5 out of 5 stars

Thank you Aidan

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 with it, Aidan is super to deal with, he explained all the steps necessary breaking down the information for me so I could understand the process involved. I am so glad I reached out and asked for his help.

August 30, 2024
Unprompted review
Rated 5 out of 5 stars

Excellent

Excellent, professional and friendly service from Aidan in New Alliance. He had great advise on an old pension and gave me all my options without any pressure to make a decision one way or another but explained the difference on each option and any negatives about cashing it in early etc. When I had made my decision he quickly gave me all the details I needed and had me sorted in no time. Thanks again, Aindrea

May 1, 2024
Unprompted review
Rated 5 out of 5 stars

Above and beyond what we could have asked for.

We could not recommend New Alliance Wealth Planning LTD enough to anyone needing help and assistance with their personal pension or advise with a future pension. From the moment we contacted Aidan from New Allianz, his help and advice has been second to none. It was very informative and knowledgeable. We were kept updated and informed of the process at all times and could contact him whenever we had any queries or concerns. We were assisted immediately, so efficient. Every query we had was important and dealt with swift efficiency. If you are looking for quality customer service, do not hesitate to contact New Alliance, Aidan was amazing. Thanks so much.

April 22, 2024
Unprompted review
Rated 5 out of 5 stars

Moving Pension Plan

I came across this company on Instagram while reviewing my pension options and contacted them for advice.
I initially dealt with Aidan who gave me great advice and insight. As I engaged further with him, I felt very comfortable and reassured in my dealings.
He called to the house with his colleague Geoff and discussed all my pension options in detail, in plain English. I never felt pressured into doing anything and they were very patient with me as I had lots of questions. I decided to move my pension plan to their company and I haven’t regretted my decision.
Highly recommend Aidan and Geoff.

February 28, 2024
Unprompted review
Rated 5 out of 5 stars

After months of unsuccessful searching…

After months of unsuccessful searching for my pension I contacted Aiden and within days he had tracked it down. A lovely man to deal with so professional and good humoured. Always kept me up to date and made the whole process easy for me. A pleasure to deal with from start to finish, would highly recommend.

June 27, 2024
Unprompted review
Rated 5 out of 5 stars

Professional and friendly service

Many thanks to Aidan at New Alliance for his help and guidance when I recently needed support in relation to a pension.

Aidan kept me updated at every stage with emails and phone calls so I felt involved every step of the way.... delighted with the professional friendly prompt service.

May 15, 2024
Unprompted review

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