Professional Service with a Personal Touch

We founded Bailey Cook with the aim of creating and maintaining long-term, trusted relationships with our clients, based on our core values of trust, integrity and expertise.

We work closely with our clients to put in place individually tailored financial plans to help them meet their future financial objectives, and we then keep them regularly updated through ongoing monitoring and reviews.

The world of finance moves quickly, and our role is to keep pace with it so you have the reassurance that your financial planning is in safe hands, giving you and your family invaluable peace of mind. Putting our clients at the very heart of everything we do enables us to run Bailey Cook the way we want to. Our nimble and client-focused team means we can be responsive to your changing needs and we will always act with your best interests at heart.

We try to bring your financial plans to life, as you will hopefully see from the Testimonials our clients have been kind enough to provide.

Our world is ever more competitive, and we know you can take your business elsewhere, so we will work tirelessly on your behalf to deliver value. In our experience, no two clients are the same and we therefore ensure that we understand your personal objectives and deliver the bespoke solutions that are right for you.

We take care of your financial planning, leaving you free to live your life

You are unique. You have your own circumstances, preferences and objectives, and our job is to understand all of those factors and put in place a bespoke financial plan to help you get from where you are now to where you want to be in the future.

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Putting our clients at the heart of everything we do, every day

We founded our business in Bath in 2018 based on the core principles of trust, integrity and expertise. We are a firm of Chartered Financial Planners and advise our clients on total assets of over £100m (as at February 2020).

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What We Do

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Your Financial Plan

Your financial plan is unique to you, and solely designed to achieve long-term financial objectives

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Tailored Service

Designed for clients with substantial investments or pension assets or complex financial affairs

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Investment Committee

We recognise that the investment element of our advice is crucial to our clients' financial security

Charles Bailey saved my financial life! My finances were in a complete, and complex, muddle when Charles took over, and he sorted the whole mess out. Recently, he has…

Helen Davis

I have been very impressed with Bailey Cook, and in particular Andrew Cook’s handling of my pension transfer. The most impressive aspect was that he listened. No sales…

Mark Robson

Andrew has been advising us on all financial and tax matters for over ten years. His personal and professional approach has been above and beyond with nothing, however large or…

Sharen Hunt

Charles has been our Financial Adviser for more than twelve years, during which time our regular meetings have shown him to be consistently professional and well informed, as well as…

Robin Widdowson and Judy Bowles

My working relationship with Andrew spans almost two decades and in that time, I have always found him to be a most personable, knowledgeable and trustworthy person. Initially, the…

Linsey Marsh

I've known both Andrew and Charles for over 14 years with Andrew being our Financial Adviser for more than ten years. We had no hesitation in moving our business to…

Jerry and Julia Wilson

Bailey Cook work very hard at building a lasting trusting relationship based on openness and integrity. Exemplary advices is backed up with extremely effective communication and support. To Bailey Cook…

Michael McKenzie

The advice and guidance Charles and the team have provided to us is exceptional. We needed a financial planner who made the time and the patience to understand our…

Mr and Mrs W