Jason Baggott

WORK HISTORY

EDUCATION

ABOUT JASON BAGGOTT

Helping successful families, business owners, athletes & entertainers plan their wealth with clarity and confidence.At Tweed Wealth Management, I work with clients who are navigating real-life financial complexity — from building and exiting businesses, managing sudden earnings, or receiving family wealth, to planning for children, retirement, and legacy.Where appropriate, I work closely alongside trusted professional partners to create a coordinated support structure around each client. This ensures advice is aligned, proactive, and tailored to the full picture of their personal and financial circumstances.My clients typically earn £100k+, often business owners, athletes & entertainers, or growing a young family. Many have estates in excess of £1 million and are looking for a proactive, strategic partner to help them make smart decisions and avoid costly mistakes.They’re time-poor — seeking a relationship-based approach to financial advice, not a one-off transaction. That’s why I provide holistic, Chartered-level planning designed to adapt as life changes.Areas of Expertise: • Tax-efficient savings & investment strategies • Intergenerational and estate planning • Business profit extraction and exit planning • Wealth management for athletes & entertainers • Pre & post-retirement financial structuringWhether you’re a young professional building wealth, an athlete and navigating career highs or transitions, or a business owner looking to grow, exit, or protect your legacy — I’m here to support every stage of your financial journey.I work with clients from our London office as well as remotely across the UK.As part of the St. James’s Place Wealth Management network, I also draw on the knowledge of 100+ in-house specialists to ensure advice is robust across every area of wealth management.Ready to get clarity on your finances — or help someone close to you do the same?Let’s connect or have a quick conversation to explore how I can help.+44••••••••31 J••••••••@sjpp.co.uk Book Appointment (Link in profile)