Baggot Investment Partners (incorporating New Alliance) Reviews 

89
TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

I had a very informative conversation with Aidan. Answered questions I had about my pension and gave me the correct information that my pension provider didn't give me. Highly recommended and would gl... See more

Rated 5 out of 5 stars

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... See more

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

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

89 reviews

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4.9

All reviews

(89)

22 reviews in the last 12 months

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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
Rated 5 out of 5 stars

I was so well looked after by Adian and…

I was so well looked after by Adian and the the people involved I'm not the best with all that goes on the online application but I was taken through it step by step and eventually got there yayyyyyy. Patience by all involved I'm sure but we'll satisfied with the outcome so big thank you to Adian especially and all involved not really sure of my dates but it was all my fault for dragging my heels but as I said before they have great patience

January 29, 2024
Unprompted review
Rated 5 out of 5 stars

I got in touch with Aiden from new…

I got in touch with Aiden from new alliance before Xmas about a Boston scientific pension I had, they were great, no hassle what so ever, did all the work, if you think you have paid into a pension get in touch with them,

December 15, 2023
Unprompted review
Rated 5 out of 5 stars

Pension Advisor

Hi
I contacted New Alliance about my old workplace pension that I wanted a cash settlement applied for as I tried myself and was offered pitence for.
I cannot rate New Alliance and Aidan Whelan high enough he was just brilliant !
And my experience dealing with Aidan Whelan from start to finish was top draw so professional and always updating me how my case was progressing.
He realised a excellent settlement amout that I am still amazed at several weeks later!
I would highly recommend New Alliance and Aidan Whelan to family and friends I so delighted with my outcome.

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

Didn't know I even had a pension fund.

Didn't know I even had a pension fund.. say these guys advert on Facebook and gave them a buzz .. from start to finish Aidan was brilliant..within 7 weeks I had close to 15k paid in to my bank account.. would 100% recommend this company

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

Aidan was recommended to me by a…

Aidan was recommended to me by a colleague who spoke very highly of their experience in dealing with Aidan. Having discussed my business with Aidan he took control of my affairs as regards a previous pension I had and also some mortgage interests I had. He dealt with all these affairs for me in an extremely professional and detailed manner. I can’t recommend Aidan and the company highly enough and look forward to doing further business in the future.
Mick Territt

July 10, 2023
Unprompted review
Rated 5 out of 5 stars

Aidan Whelan advisor

We have Recently had the pleasure of Dealing with Aidan Whelan from New Alliance wealth planning.
I found Aidan to be very knowledgable, prompt and professional while always having our best interests at heart.
He is definitely someone I can recommend and would have no hesitation in saying that we were 100% happy with the service we have received.
Thanks for your help Aidan it has been very much appreciated.
Regards Phil

December 20, 2023
Unprompted review
Rated 5 out of 5 stars

Quick, helpful and efficient!

Guys, if you have money lying in a pension my advice is get in touch with Aidan! I had a few grand in a pension that I didn’t know I could access and Aidan had for me within six weeks. A brilliant service the whole way through. Really professional trustworthy people.

December 15, 2023
Unprompted review
Rated 5 out of 5 stars

Extremely helpful

I contacted Zach with just a general enquiry about an old pension. I was looking for advice on what my options were and Zach was just amazing with his help and support. Pensions and financial technicalities in general were always something that I could never fully grasp but Zach was an absolute gentleman and took the time to break everything down in terms and language that I could understand and was brilliant in guiding me through the whole process. Highly recommended.

December 4, 2023
Unprompted review
Rated 5 out of 5 stars

A great experience

I got in touch with Aidan in October last year to try and find a pension I had contributed to, Aidan checked everything out for me and talked me through the paperwork, he made it seem so easy. I am very happy with the help and guidance provided by Aidan and I have told friends about Alliance Wealth planning Ltd.
I had no worries once I got talking to Aidan. He is friendly, very professional and helpful
Bridget in Co Clare

October 18, 2023
Unprompted review
Rated 5 out of 5 stars

Thanks Aiden

Great advice, great communication, professional but with a sense of humour despite the importance of the activity. Aiden was a delight to deal with and we are very grateful for the candid advice and plain language used. A new territory for us , we were well guided through the process.

October 17, 2023
Unprompted review
Rated 5 out of 5 stars

Pension time help ..

I dealt with Zach Scannell regarding my pension. Zach was so helpful, he listened to me. Gave me great advice and importantly spoke in ‘layman’s terms’ and didn’t make me feel silly with some of my questions asked, i would highly recommend Zach.

October 4, 2023
Unprompted review

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