About You

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

There are many reasons why people seek our help with their financial planning. A principle reason concerns retirement planning, where individuals may have built up pensions savings over the years and are now starting to think about their options for retirement. Their most obvious concern would be whether they have enough savings to retire, but they may also be thinking about tax efficiency, investment risk, cost and their overall investment approach. It is never too early to start planning for retirement.

Advice about investments is also a key area where we help our clients. This includes preserving and growing wealth and can also encompass investing for a specific future goal, like the holiday of a lifetime, and structuring investments so they can be passed on to future generations in a tax efficient manner.

We advise our clients on all aspects of their financial affairs, putting in place a holistic financial plan to meet their future financial goals. In addition to tax-efficient retirement, estate and investment planning, it can also cover life insurance protection and care fees planning, which we know is a growing concern amongst many of our clients.

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. It can't be denied that financial planning can be complex and ever changing, which is why we communicate with our clients in a clear and concise manner and are on hand for regular reviews and ad hoc questions as they arise.

Don’t just take our word for it

Every so often one strikes it lucky when being introduced to a professional to help you through tough times. My lawyer introduced me to Andrew Cook about ten years ago when my late wife was battling cancer. I had the task of getting all our finances in order and Andrew helped…

Ron Pringle

What really helped was having Andrew come to the house where we were comfortable. He explained everything in great detail, without the jargon, and this enabled us to make an Informed decision. Having met with several financial advisers I can say with confidence that Bailey Cook are by far…

Mike Coombes

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 small, being too much trouble. His guidance has not only allowed us to retire early but to live comfortably…

Sharen Hunt

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 Bailey Cook when they set up their business in 2018 as we have come to trust the advice and personal…

Jerry and Julia Wilson

Andrew Cook has been my adviser for all financial matters for many years, having my best interests as his primary focus when providing his expert advice and guidance. Bailey Cook have become a well-respected professional organisation who I would have no hesitation in recommending to my friends and family.

Jamie Cleall-Harding

We have been clients of Andrew Cook’s for twenty years. In that time, he has helped us with mortgages, pensions, ISAs and managed funds. He has guided us to wise investments and in all the ups and downs of the financial markets our money has grown and remains secure. We…

Paul and Rachel Waldron

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 short, mid and long-term objectives, who identified our attitude to risk (not simply completing a form) and who could bring…

Mr and Mrs W

I have been absolutely delighted with the service offered by Bailey Cook. The personal attention has been outstanding, and I have appreciated the down to earth, practical advice I have been given. Besides seeing my investments steadily grow, it has been a great relief to know that I…

Jonathan Milton