Corporate Advice

We have specialist services aimed at business owners and self employed clients. These range from how to protect the value of the business if you or a key employee were to die or become ill, to pension planning for directors and staff.

Our business services include:

  • Business protection, through profit protection, shareholder protection, loan protection, and key person cover
  • Group personal pensions compliant with auto enrolment regulations
  • Directors pensions, including Self Invested Personal Pensions and Small Self Administered Schemes
  • Employee Benefits, including death-in-service cover, group income protection and group private medical insurance
  • Corporate investments
  • Personal financial planning to directors and employees
  • Access to specialist advisers, such as expert commercial and employment lawyers, accountants and auditors
  • Investment seminars and in-house ‘surgeries’

Find out how we can help with your financial planning, call us on:

01772 750055 or email:


Why should you choose Bailey Financial Services?

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


“Our friendly team are always available with advice and support whenever you need us.”

Sarah Edwards