Investment Committee

At Bailey Cook we recognise that the investment element of our advice is crucial to our clients' financial security and ability to meet their financial objectives over the long-term.

This is why we have set up the Bailey Cook Investment Committee to oversee the range of investment solutions we recommend for our clients. We believe these governance arrangements set us apart from other financial advice firms and help demonstrate our commitment to delivering better outcomes for our clients. It also complements our status as a firm of Chartered Financial Planners and fits well with the associated code of ethics.

The Committee meets formally four times a year and more often if market conditions require it.

It operates under a tightly defined Terms of Reference and the core responsibilities include:

  • Managing the Bailey Cook retirement and investment proposition and ensuring that the type of solutions available are suitable for the typical needs of our clients.
  • Carrying out fund research and managing ongoing relationships with the relevant fund managers.
  • Reviewing crucial aspects such as investment performance, cost and levels of risk, when assessing whether we wish to start, stop or continue using an investment solution.
  • Keeping abreast of market changes and introducing new solutions as and when required, subject to the appropriate level of research and due diligence.

The Committee is chaired by independent non-executive Chairman Jon Baker, and the other members are Charles Bailey, Andrew Cook and Katherine Scholtz. Please see the Meet the team page for their details and experience .

Whilst we have a core range of well-researched investment solutions that meet the typical needs of our clients, we do of course utilise funds and other investment products from the whole of the market if required, based on the client's personal needs and objectives.

The core objective of the Committee is to help our clients sleep well at night, knowing that we are regularly reviewing and monitoring their funds on an ongoing basis and making any necessary changes should the need arise.