June 13, 2025
Wealth Management

On the Move: Baggette + Co Wealth Management; Turley; RWK Goodman; Old Mill


Baggette + Co Wealth Management continues its strategic expansion with the appointment of Warren Kavanagh as an independent financial adviser, reinforcing its position as a leading provider of independent financial advice across Dorset and Hampshire.

With over a decade of experience in the financial services sector, Kavanagh joins the team following senior advisory roles at several large regional and national financial institutions.

He said: “Baggette + Co has always had an outstanding reputation for wealth management and financial planning across Dorset and the wider region. The growth of the firm in recent years has been exceptional, and I’m looking forward to playing a part in the vision and expansion going forward.

“This is a forward-thinking and dynamic firm, and I’m excited to collaborate with the wider team and contribute to its continued success.

“Most of all, I’m looking forward to spending more time face-to-face with clients and focusing on what matters most – building long-term relationships based on trust and clarity.”

His arrival further strengthens Baggette + Co’s growing adviser team in Poole, with a strong focus on supporting clients through every stage of their financial planning journey. This includes retirement and pension planning, investment advice and long-term wealth preservation.

Oscar Hjalmas, CEO of Baggette + Co Wealth Management, added: “We’re delighted to welcome Warren to Baggette + Co. He is a valuable addition to our financial planning team and brings a wealth of experience in relationship-led advice. His approach aligns beautifully with our focus on building outstanding client relationships rooted in trust, genuine independence and personal connection.”

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Turley has strengthened its commitment to Net Zero Infrastructure with the strategic appointment of a new director to its growing Environmental Impact Assessment (EIA) team.

Alan Pearson will be based in Bristol, supporting teams across the entire business. His appointment reflects Turley’s commitment to shaping a resilient, low-carbon built environment and leading conversations on net zero infrastructure, underpinned by the EIA team’s growing expertise and established track record in supporting carbon capture, sustainable aviation fuel, battery energy storage systems, and onshore wind projects.

He brings an established profile and deep delivery experience in the offshore wind sector, having led consenting strategies and managed large, multi-disciplinary teams across both onshore and offshore environments. His work includes significant expertise in securing Development Consent Orders for complex infrastructure projects.

In addition to bolstering the EIA team’s capabilities, Alan’s role will see him contribute across Turley’s wider business, offering expertise in the delivery of complex consenting strategies for Nationally Significant Infrastructure Projects (NSIPs).

Andrew Malcomson, director and head of EIA at Turley, said: “Alan’s experience across offshore and nationally significant infrastructure projects will be invaluable as we continue to support clients on the delivery of critical Net Zero infrastructure projects. His appointment also marks an exciting next step in our investment to grow our EIA leadership across the country.”

Pearson said: “There couldn’t be a more exciting time to be joining Turley. The need for robust, future-focused environmental planning has never been greater, particularly as we accelerate the delivery of nationally significant infrastructure to support the UK’s Net Zero ambitions.

“Turley offers the ideal environment to make a meaningful impact, combining a collaborative culture, integrated expertise, and strong reach across the UK and Ireland. I’m excited to help grow the EIA team and support the wider success of the business.”

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Law firm RWK Goodman has bolstered its residential property offering in the South West with the appointment of Helen Sandrone as a partner in its Bristol office.

Helen joins from Bristol firm Cooke Painter, where she was a director and head its conveyancing department. As a Chartered Legal Executive and Licenced Conveyancer, she had advised clients across England and Wales on matters across freehold and leasehold properties, including right-to-buy, help-to-buy, lifetime ISAs, equity release and remortgages.

She also is the founder and chair of the Bristol Law Membership Group, which took over from the local CILEX branches, uniting more than 215 professionals from secretaries to barristers in a network focused on learning and collaboration.

Helen said: “I’m excited to be joining the RWK Goodman team and a growing team in Bristol that is committed to delivering the highest possible quality of service to clients.

“Having supported scores of clients with their property needs, I’m keen to expand on this further with RWK Goodman and the team they’ve got in this region as we continue to build its capabilities.”

The appointment is the latest within the firm’s growing Bristol office, following the additions of dispute resolution partner Simon Price and commercial partner Mike Ahyow in April.

Angus Williams, head of RWK Goodman’s residential property, farms, and estates team, said: “Helen is an incredibly talented and passionate individual and I’m pleased to be able to welcome her to our growing residential property team.

“Her skills and knowledge of the region and the industry perfectly complement both the key needs for our clients but also the main strategic aims for the team.”

RWK Goodman advises clients across 36 specialist areas from seven offices along the M4 from Bristol to London.

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South West financial experts Old Mill has announced three new partners.

From July 1, financial planner Stuart Coombe, audit specialist David Jones and rural accountancy specialist Phil Kirkpatrick will all become partners, bringing the total number within the firm to 22.

Mark Neath, CEO at Old Mill, said: “This round of partner promotions comes at a time of strategic expansion and innovation at Old Mill and reinforces the firm’s commitment to investing in its people. Stuart, David and Phil’s promotions are richly deserved and highlight the breadth of talent we have within Old Mill.

“Their expertise and leadership will help us expand our reach, deepen our client relationships, and build a sustainable future.”

 

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