Baggette + Co Wealth Management has acquired Southampton-based IFA Burgess Williams.
With the acquisition now complete, clients across Hampshire and the south coast have joined Baggette + Co's team in Poole. Burgess Williams owner Philip Williams will be supporting the Baggette + Co team with the transition in a non-advisory role. Williams said: "I have looked after these clients for many years, and their care has always come before anything else. When the time came, I knew I would only ever sell to a firm that is genuinely independent. Baggette + Co shares both my values and my standards. "Having met Oscar and Jo on many occasions, I had every confidence that my c...
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