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... Voir plus
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Lisez les avis des autres
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... Voir plus
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... Voir plus
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... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
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.
Coordonnées de contact
38 Fitzwilliam Square, Dublin, Irlande
- +35315543678
- info@baggot.ie
- baggot.ie
Les gens ont aussi consulté
Aidan was extremely knowledgeable and…
Aidan was extremely knowledgeable and gave excellent advice
18 mai 2026
Avis spontané
Very impressed with efficient and…
Very impressed with efficient and helpful advice i got from Aidan,
12 mai 2026
Avis spontané
Sorting out my pension was something I…
Sorting out my pension was something I dreaded & had put on the long finger. One day while browsing online, I came across an add for New Alliance & I filled in my details. Aidan promptly got in touch to arrange a call. He explained everything clearly & in plain English. I had 4 pensions with different administrators. Aidan made contact with each administrator & confirmed my leaving service amount, all at no cost to me. My plan is to transfer the total into my own name under Zurich & with New Alliance/Baggot investments as the administrator. I found Aidan to be very friendly, professional, knowledgeable, efficient & easy to deal with. I would have no hesitation in recommending him to anyone looking to make sense of their pension or other financial planning issues. Thanks Aidan & New Alliance, I look forward to working with you into the future!
2 février 2026
Avis spontané
Excellent service
Excellent service. Aidan takes a very complicated project and does all the hard work. All documents were prepared for me to sign with a full explanation given. I was quite cautious at the beginning about making any changes but Aidan delivered as promised. Thank you so much.
16 janvier 2026
Avis spontané
Aidan was great to deal with and put me…
Aidan was great to deal with and put me in the right direction 100%.
16 janvier 2026
Avis spontané
New Alliance service is a great help…
New Alliance service is a great help specially Aidan and his team and I've got my pension issues sorted, i will highly recommended them to anyone that need financial advice.
10 décembre 2025
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Dealing with Aiden and Zac was an…
Dealing with Aiden and Zac was an absolute pleasure, two extremely professional and competent guys indeed, I couldn't recommend them enough , honestly now, nothing was too much for them, really appreciated their help, courtesy, guidance and professionalism. Thanks again guys
3 décembre 2025
Avis spontané
Just in the initial stages…
Just in the initial stages but working with Aidan. Very informative, friendly & knowledgeable. Look forward to dealing with him more.
18 novembre 2025
Avis spontané
Dealt with Aidan
Dealt with Aidan. Because of work hours I could do everything through email. Instructions were very clear and easy to follow. Would highly recommend using them.
14 novembre 2025
Avis spontané
Excellent advice and looking forward to…
Excellent advice and looking forward to dealing with again.
9 octobre 2025
Avis spontané
I heard about Aidan at New Alliance…
I heard about Aidan at New Alliance from a friend when chatting about pensions, ARF’s etc and am glad I contacted them. Aidan was great - answering all questions promptly and explaining the process of changing to an ARF.
I would highly recommend.
Thanks Aidan 😊
30 septembre 2025
Avis spontané
Aidan was super supportive throughout…
Aidan was super supportive throughout the whole process, was always on hand to answer any questions I had, putting my mind at ease.
Would fully recommend Aidan and New Alliance for any financial decisions you might have.
Thank you for everything.
1 mai 2025
Avis spontané
Amazing
Speaking with Aidan was the reason I switched my pensions. He was very knowledgeable and explained everything in detail to me about many options. 1st class Pension Advisor . Thank you Aidan
11 juillet 2025
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Aidan was so professional and helpful…
Aidan was so professional and helpful he made the process so easy from start to finish, I would highly recommend this Company
26 septembre 2025
Avis spontané
Pension advice
I had a query regarding a pension from a previous employment. I contacted New Alliance. I spoke to Aidan who came across as very friendly and knowledgeable. He took me through all the options available to me and I was able to make an informed decision based on my conversation with him.
24 septembre 2025
Avis spontané
Aidan advised and guided me all the way…
Aidan advised and guided me all the way and was very generous with his time. I wouldn't hesitate to do business with New Alliance and Aidan again, thoroughly professional and straight-forward.
19 septembre 2025
Avis spontané
I would like to thank Aidan for his…
I would like to thank Aidan for his clear advice he provided to me last Friday. He made it simple for me to understand, and gave me options to think about. I feel more confident about my pension decisions.
22 août 2025
Avis spontané
A positive experience
I couldnt speak highly enough of New Alliance and Aiden Whelan for the fantastic service he provided me.From advising me to making everything stress free to its sucessful conclusion i want to say thanks very much Aiden.
12 août 2025
Avis spontané
Pension
Adian, laid out the process, options and timelines on my old employers pension. Once I decided, he guided the process and kept me informed at every step. Very happy with the outcome. Great professional service.
31 juillet 2025
Avis spontané
I had the pleasure of letting Aidan do…
I had the pleasure of letting Aidan do all the work for me because I was getting nowhere with my pension from start to finish he done everything for me very well and very professional and would recommend him to everyone
29 juillet 2025
Avis spontané
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