Meet the Team
Director & Financial Planner
- Fellow of the Personal Finance Society
- Associate of the Chartered Insurance Institute
- Chartered Financial Planner
- Statement of Professional Standing
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 best possible advice and service to our clients with honesty and integrity.
Charles has worked for major life assurance companies and national independent financial planning firms in both an advisory and managerial capacity. He has also written a question and answer column for three years in the Western Daily Press.
Charles is married to Vicky and has two children, Nicholas and Emma. They are avid Bath Rugby fans and also enjoy walking the newest edition of their family, Henry, the Cockerpoo!