About Us

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).

Our Guiding Principles

We have a set of guiding principles that are embedded in our business and every day shape the way in which we provide advice and service to our clients:

  • All advice will be individually tailored to our clients' needs.
  • Any advice we provide will always be in our clients' best interests.
  • Things change over time, so we will regularly review our clients' financial affairs with them.
  • We will keep them informed of relevant topical financial matters.
  • All costs will be fully documented, transparent and agreed up front before we start work.
  • At all times our team will endeavor to be professional, welcoming and friendly in the way we interact with our clients.
  • Our communications will be clear, informative and straight forward.
  • All of our clients' personal details will be held securely and not disclosed to external parties unless needed to support their financial plan.

In Summary

Our advice and service is personal to our clients' individual needs and provided face-to-face. We do not operate a faceless call centre, algorithms or online solutions to look after your financial affairs.

Our whole reason for being is to deliver better financial outcomes for our clients in line with their unique financial plans, providing security and peace of mind for them and their family.

About Us

Meet the Team

We have a great team at Bailey Cook who possess a diverse range of skills and experience.

About Us

Chartered Financial Planners

Bailey Cook has been awarded the prestigious Chartered Financial Planners status by the Chartered Insurance Institute (CII).

About Us

Community

We are proud to play our part in the local community. We founded Bailey Cook in Bath in 2018 and we are very proud of our Somerset and West Country roots.