Charles Bailey Email and Phone Number
Charles Bailey work email
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Charles Bailey personal email
I and my fellow long term colleague, Andrew Cook, have made the exciting move to run and shape our own Financial Planning. We have established Bailey Cook Financial Planning with a vision to build a team who share our passion for developing relationships with clients over the long term. We aim to provide pro-active advice and support through life’s financial decisions in an approachable, reliable and professional manner. We use our expertise and knowledge, gained over may years in Financial Planning, to communicate our advice in a simple and effective way, thus providing peace of mind, now and in the future.I have been working in Financial Planning since 1979 being a Chartered Financial Planner and achieving Fellowship status of the Personal Finance Society. Our ethos is to provide the best possible advice and service to our clients with honesty and integrity.I have worked for major Life Assurance Companies and a 2 National Independent Financial Advisory firm in both an advisory and managerial capacity. I was instrumental for Jelf Financial Planning achieving Chartered Status under the Personal Finance Society and as accredited providers for CPD via the Law Society. I wrote a question and answer column for 3 years in the Western Daily Press I obtained the Associateship of the Chartered Insurance Institute in 1984 and the Fellowship level of the Personal Finance Society in 2007, including the Pension G60 qualification, being a Pension Transfer Specialist and am a Chartered Financial Planner.How I approach my role is to fully understand the client(s) I advise and to use my knowledge and experience to guide and work with them over the long term. I have a simple view if I were them would I do what I am recommending.
Bailey Cook Financial Planning Ltd
View- Website:
- baileycookfp.co.uk
- Employees:
- 9
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Director And Chartered Financial PlannerBailey Cook Financial Planning Ltd Jul 2018 - PresentBathDirector and Chartered Financial Planner at Bailey Cook Financial Planning Ltd -
Chartered Financial PlannerMercer Jelf Financial Planning Ltd May 1997 - Jul 2018Bath -
Area Sales ManagerScottish Mutual Oct 1992 - May 1997Reading, United KingdomCharles managed a team of Broker Consultants.
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Associate Financial Planning DirectorWillis Corroon Aug 1987 - Oct 1992Bristol, United Kingdom
Charles Bailey Skills
Frequently Asked Questions about Charles Bailey
What company does Charles Bailey work for?
Charles Bailey works for Bailey Cook Financial Planning Ltd
What is Charles Bailey's role at the current company?
Charles Bailey's current role is Director and Chartered Financial Planner at Bailey Cook Financial Planning Ltd.
What is Charles Bailey's email address?
Charles Bailey's email address is ch****@****oup.com
What skills is Charles Bailey known for?
Charles Bailey has skills like Retirement Planning, Wealth, Investments, Strategic Financial Planning, Income Protection, Critical Illness, Wealth Management, Financial Services, Retirement, Insurance, Financial Advisory, Estate Planning.
Who are Charles Bailey's colleagues?
Charles Bailey's colleagues are Katherine Scholtz, Sarah Preece, Ollie Cook, Kelly Miners, Ryan Heeney, Andrew Cook, Jamie Little Cfp™.
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1regents.ox.ac.uk
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1brewin.co.uk
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