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... Näytä lisää
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Katso, mitä arvostelun kirjoittajat sanovat
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... Näytä lisää
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... Näytä lisää
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... Näytä lisää
Yrityksen tiedot
Yrityksen kirjoittama
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.
Yhteystiedot
38 Fitzwilliam Square, Dublin, Irlanti
- +35315543678
- info@baggot.ie
- baggot.ie
Muut katsoivat myös näitä
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.
Excellent service Event though the process was slow Aidan…
Event though the process was slow Aidan always was reassuring and kept in contact.
Always honest and friendly
Excellant service
Excellant service, you could not ask for better, straight forward and very friendly
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.
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.
Aidan & team to time to explain every…
Aidan & team to time to explain every detail to me & find the best way to manage my funds.
Very easy to work with & no hidden expenses. Have recommended to my colleagues.
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.
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
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.
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 .
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.
Dealt with Aidan Whelan and couldn't…
Dealt with Aidan Whelan and couldn't recommend him more. Made everything so easy & was so pleasant & helpful to deal with. Ver efficient & kept me updated as he had updates Would highly recommend Aidan
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.
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
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.
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.
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.
Exellent service
Exellent service . The whole process explained perfectly I couldn’t say enough about aidans professional attitude .
Aidan Whelan…Pension advice
I could not recommend Aidan Whelan enough. From the very first phone call Aidan delivered very clear concise advice to me. He managed all the paperwork with precision and made my life very easy in terms of transferring my pension. I was totally clueless about my pension and he treated me very respectfully and guided me along the process with ease. His advice was honest and clear and he helped me to understand any risks that may occur. He is hard working an excellent adviser and a gentleman to deal with. I would have no hesitation contacting Aidan in the future to seek advice regarding finances. Thank you Aidan.
Highly recommend New Alliance
Had an old pension that I really needed to access but had no idea where to start. I got in touch with Aidan and it was the best thing I ever did. He made the whole process so simple for me as him and his team did all the hard work. I would highly recommend New Alliance to everyone. The whole process was explained fully and was completely transparent. If you're thinking of contacting them then definitely do. Jo Dee
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