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Lee Taylor

Wire Volume: 2 Disclosures

Corporate Disclosures & Press Wire (2)

Baggette + Co. Wealth Management Appoints Karen Medlen as Head of Operations
POOLE, DORSET - September 22, 2026··Banking & Financial Services

Baggette + Co. Wealth Management Appoints Karen Medlen as Head of Operations

Baggette + Co. Wealth Management has appointed Karen Medlen as Head of Operations, bringing over 30 years of financial services experience to the firm. Medlen will focus on enhancing the company's operations and maintaining strong client relationships as the firm continues to grow across Dorset, Hampshire, and the South Coast. Her role will involve ensuring effective collaboration across teams and exploring technological advancements to improve efficiency.

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Baggette + Co. Wealth Management Launches Financial Adviser Development Academy to Shape the Future of Independent Financial Advice
DORSET - FEBRUARY 18, 2026··Banking & Financial Services

Baggette + Co. Wealth Management Launches Financial Adviser Development Academy to Shape the Future of Independent Financial Advice

Baggette + Co. Wealth Management has officially launched its Financial Adviser Development Academy, reinforcing its long-term commitment to reshaping how talent enters the financial planning profession across Dorset, Hampshire and the South Coast. The Academy has been created to provide a clear, credible and fully supported pathway into independent financial advice. It offers ambitious individuals the opportunity to build a long-term career in financial planning through a structured programme th

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