Our Services

Bailey Financial Services is a full service financial planning business committed to securing, protecting and growing the wealth of each and every client. We offer a broad range of advice to a variety of clients, which is based on professionalism, trust, and integrity.

Whatever your requirements, we offer a complementary initial consultation where you get to know us and we get to know you. We will explain our pedigree and our approach, as well as our costs and charges. As an independent firm, we are not tied to any investment companies or product providers, and so we are able to remain completely objective and impartial in determining the most appropriate solution for you.

We offer an extremely competitive and flexible fee based service. All of our charges are disclosed and agreed with you in advance. Our costs can be collected by way of a fee or commission or a combination of the two and the decision is left completely up to you. Our expertise covers investments and savings, retirement planning, business financial planning, protection, tax, and mortgages. Please browse our services list on the right of the page.

The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate taxation and trust advice, school fees planning, and some aspects of buy-to-let mortgages.

WHY US

We believe the following reasons help to explain why our clients choose to work with us rather than our competitors.

PROVEN SUCCESS

We are proud that the vast majority of our business comes from recommendations by existing clients and professional connections.

PERSONALISED SERVICE

We invest time in establishing strong client relationships built on trust, integrity and value. Whenever you need us we are always available.

TRULY INDEPENDENT ADVICE

We are not tied to any investment companies or product providers, and so we are able to remain completely objective and impartial in determining the most appropriate solution for you.

FLEXIBLE FEE STRUCTURE

Our costs can be collected by way of a fee or commission or a combination of the two and the decision is left completely up to you.