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…

Bio

Charles has worked in Financial Planning since 1979 and is…

Andrew Cook

Job Title

Director & Financial Planner

Qualifications

>Bachelor of the Arts (with Honours) >Diploma in Personal Financial Planning >{Statement…

Bio

Andrew holds the Diploma in Personal Financial Planning with the…

Sarah Preece

Job Title

Operations Manager

Bio

Sarah started her career in financial services in 1996 working…

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…

Kelly Miners

Job Title

Senior Client Relations Support

Bio

Kelly joined Bailey Cook from Mercer Jelf Financial Planning in…

Janet Shaddick

Job Title

Senior Client Services Administrator

Bio

Janet joined Bailey Cook in November 2018, having previously worked…

Betty Gregory

Job Title

Client Relations Support

Qualifications

Betty joined Bailey Cook in June 2022. This…

Jamie Little

Job Title

Financial Planner

Qualifications

>Level 4 Diploma Certificate in Personal Financial Planning >{Statement of Professional…

Bio

Jamie joined Bailey Cook in September 2021 in his first…

Ryan Heeney

Job Title

Trainee Technical Support

Bio

Ryan joined Bailey Cook in September 2021 in a Client…

Jon Baker

Job Title

Governance & Marketing Consultant

Qualifications

>Certificate in Personal Financial Planning

Bio

Jon has spent his entire career in Financial Services, for…

Tracy Cook

Job Title

Client Relations Support

Bio

Tracy comes from a background of dance and education. …