Our financial planning service is designed to help you gain a better understanding of your finances and to put in place a financial strategy to meet your short and long term goals.
We can offer a service which involves a complete review of your current circumstances or you can choose from our various fields of our expertise so that our advice in targeted in particular areas.
Having agreed a financial plan with you, we closely monitor its progress and report back to you on a regular basis recommending adjustments when necessary. This highly personalised and professional service delivers excellent results.
Find out how we can help with your financial planning, call us on:
01772 750055 or email: mail@bailey-fs.co.uk
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.
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“Our friendly team are always available with advice and support whenever you need us.”
Sarah Edwards,
Director