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 Structure

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


Initial meeting

We have an initial complimentary meeting where we will introduce our company and our services and build an understanding of your personal circumstances and aspirations for you and your family.


Gather data and set goals

We will gather all information about any plans you already have in place so we can make sure they are working at their best for you. We also need to establish your goals and what are your ideal and acceptable objectives.


Prepare your plan

The strategies we recommend integrate our knowledge and experience from across many specialist areas.


Present and discuss plan

We value meeting our clients to discuss your plan in detail and how we can help reach your goals. We will also fully discuss our charges for plan implementation and ongoing service.


Implement your plan

With your full agreement we implement our proposals and ensure this is documented in full to you.


Review your plan

We believe the review process is as important as the initial meeting. We like to meet our clients annually or as personal circumstances change to ensure we help you manage your priorities between creating, growing, protecting and distributing your wealth.

Our 6 steps to success

With our tried and tested successful 6 step approach, we aim to offer a professional and personal service to all of our clients from large organisations to families who are just setting out on their new lives together.

How we can help

Bailey Financial Services is a full 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.