Jeff Bailey Email & Phone Number

Taunton, Gb

Wimbledon, England, United Kingdom

Helping clients to better understand their financial arrangements and how these can be managed to meet their current and future needs.Having gained a wealth of knowledge and experience throughout my career I have never lost sight of the fact that being approachable, open and honest is the best recipe for achieving good outcomes for clients. Being reliable and making sure clients are at the centre of the relationship combined with sensible, well though out plans and solutions are what I do… Show more Helping clients to better understand their financial arrangements and how these can be managed to meet their current and future needs.Having gained a wealth of knowledge and experience throughout my career I have never lost sight of the fact that being approachable, open and honest is the best recipe for achieving good outcomes for clients. Being reliable and making sure clients are at the centre of the relationship combined with sensible, well though out plans and solutions are what I do best. Show less

Taunton, England, United Kingdom

My responsibilities revolved around the operational needs of the business.Direct responsibility for the company’s centralised investment proposition together with product governance oversight.This involved all products ranging from standard insured funds through the range to specialised tax efficient investments as well as approving the Inclusion of any DFM use within our CIP.This also incorporated reviewing all related software packages such as the platforms used and the… Show more My responsibilities revolved around the operational needs of the business.Direct responsibility for the company’s centralised investment proposition together with product governance oversight.This involved all products ranging from standard insured funds through the range to specialised tax efficient investments as well as approving the Inclusion of any DFM use within our CIP.This also incorporated reviewing all related software packages such as the platforms used and the implementation and use of cash flow modelling. Show less

Bridgwater, England, United Kingdom

A key member of the team managing the advised investment portfolios within the company’s centralised investment proposition.Responsible for all aspect of the CIP which incorporated Product Governance.This entailed research and analysis that was reviewed and approved by the company’s Investment Committee.Other responsibilities included managing and helping with technical issues relating to client accounts and targeting satisfactory outcomes.My initial role with the company was as… Show more A key member of the team managing the advised investment portfolios within the company’s centralised investment proposition.Responsible for all aspect of the CIP which incorporated Product Governance.This entailed research and analysis that was reviewed and approved by the company’s Investment Committee.Other responsibilities included managing and helping with technical issues relating to client accounts and targeting satisfactory outcomes.My initial role with the company was as an Independent Financial Planner focusing on holistic financial planning for new and existing clients. Show less