How we can help

Your mortgage is likely to be your biggest financial commitment and we are able to review your existing arrangement to ensure it is competitive. We can also make sure that you have adequate life cover in the event that you or your partner were to die.

There are a number of choices for protecting your income if you were to become ill, from policies which pay a proportion of your salary as a regular monthly benefit to those which provide a lump sum if you were to be diagnosed with a critical illness. You may also wish to consider private medical insurance to ensure speedy treatment when needed.

Our service will help to make sense of your existing investments and give structure to your longer term goals. We can assist with planning around pensions and other forms of tax efficient savings.

Things to consider

  • Buying your first home or reviewing existing mortgage arrangements
  • Providing a lump sum to your dependents on death
  • Protecting your income if you were to suffer an illness or injury
  • Reviewing and consolidating any existing investments
  • Making use of tax allowances
  • Planning longer term investments

Why Us

At Bailey Financial Services, we believe the following reasons help to explain why our clients choose to work with us rather than our competitors.

  • Proven success
  • Personalised service
  • Truly independent advice
  • Flexible fee structure

Why should you choose Bailey Financial Services?

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