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
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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
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
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
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
38 Fitzwilliam Square, Dublin, Ireland
- +35315543678
- info@baggot.ie
- baggot.ie
4.9
Excellent
89 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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Efficient, informative, showed options I did not know I had
I dealt with Zach in New Alliance with my Eircom pension and transferring my UK pension back to Ireland, investment and retirement planning. He clearly explained everything to me, went over my income, the investment all explained very clearly and laid out with charts.
I did not know I could claim the UK state penion, but thanks to Zachs advice I am buying back and claiming years.
It has given me clarity and relief in relation to my retirement.
March 5, 2023
Unprompted review
Thank you aidan so much for all your…
Thank you aidan so much for all your help very considerate and understanding a very nice and respectful man. Always at the other end of the phone with helpful advice and a very good listener. Very willing to do the best for your client and that comes across clearly on first meeting. Thank you again for all your help and dealing with our situation quickly, you helped us so much. Sincerely christy and clare maypother.
August 4, 2023
Unprompted review
I contacted New Alliance with a pension query
I contacted New Alliance with a question about setting up a new pension, and I was very impressed with how knowledgeable and professional they were. The process was made very easy and stress free so I would have no problems recommending them.
July 3, 2023
Unprompted review
I have used New Alliance for setting up…
I have used New Alliance for setting up a pension and found them very helpful. They provided excellent advice and I did not feel pressured into doing anything.
June 18, 2023
Unprompted review
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