Meet the Team

We have a great team at Bailey Cook who possess a diverse range of skills and experience, but the one thing we certainly have in common is our sole aim of providing exceptional advice and service to our clients.

Want to join us? If you share our core values and commitment to high quality advice and service, and think you'd be a strong addition to our team, please send us your CV

Charles Bailey

Job Title

Director & Financial Planner

Qualifications

>Fellow of the Personal Finance Society >Associate of the Chartered Insurance Institute >Chartered Financial Planner >{Statement of Professional Standing=!1467407!}

Bio

Charles has worked in Financial Planning since 1979 and is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is a founding Director of Bailey Cook and set up the business with the ethos of providing the…

Andrew Cook

Job Title

Director & Financial Planner

Qualifications

>Bachelor of the Arts (with Honours) >Diploma in Personal Financial Planning >{Statement of Professional Standing=!1538111!}

Bio

Andrew holds the Diploma in Personal Financial Planning with the Chartered Insurance Institute and is also a qualified pension transfer specialist. Having completed his law degree, Andrew joined the Prudential in 1996 as a Financial Consultant. After three enjoyable years…

Sarah Preece

Job Title

Operations Manager

Bio

Sarah started her career in financial services in 1996 working for various Financial Advisers and Life Insurance Companies. Her people and organisational skills led her from supporting advisers to managing a large support team meeting client and adviser expectations. …

Katherine Scholtz

Job Title

Technical Support Manager

Qualifications

>Advanced Diploma in Personal Financial Planning

Bio

Katherine has twenty five years' experience in the financial services sector, working both for life companies and financial planning firms. She has recently obtained Chartered status and works very closely with Charles and Andrew to help formulate the advice they provide…

Janet Shaddick

Job Title

Senior Client Services Administrator

Bio

Janet joined Bailey Cook in November 2018, having previously worked with both Andrew and Charles for several years. Janet has worked all her life in banking and financial services, starting her career at 18 with NatWest Insurance. She is…

Tracy Cook

Job Title

Client Relations Support

Bio

Tracy comes from a background of dance and education. Having enjoyed performing professionally she went on to teach Dance for many years. When Bailey Cook was born Tracy joined the team to help establish the business and has…

Kelly Miners

Job Title

Senior Client Relations Support

Bio

Kelly joined Bailey Cook from Mercer Jelf Financial Planning in January 2020. Kelly started working in Financial Services in 2003 and has previously worked alongside many Financial Advisers including Charles and Andrew. Kelly has administered and gained knowledge on a vast…

Jon Baker

Job Title

Governance & Marketing Consultant

Qualifications

>Certificate in Personal Financial Planning

Bio

Jon has spent his entire career in Financial Services, for major business such as AXA, HBOS, Mercer and Aberdeen Standard. Jon chairs the Bailey Cook Investment Committee and works with us to ensure we have the relevant governance framework and reporting…

Jamie Little

Job Title

Trainee Technical Support

Qualifications

Level 4 Diploma Certificate in Personal Financial Planning

Bio

Jamie joined Bailey Cook in September 2021 in his first role in Financial Services, having gained the Level 4 Diploma Certificate in Personal Financial Planning. Through further study and exams, and gathering practical experience of working with our clients,…

Ryan Heeney

Job Title

Client Relations Support

Bio

Ryan joined Bailey Cook in September 2021 in a Client Relations Support role, his first in the financial services industry. He is very keen to develop his knowledge and is currently working towards his Diploma in Financial Services, with…