Tailored Service
The Bailey Cook Tailored Service is designed for those clients with substantial investments or pension assets or complex financial affairs.
We enjoy an ongoing, proactive relationship with our clients, to help manage assets and meet their long-term financial objectives. We always take the time to listen and understand your personal wishes and preferences. Here is an overview of the Service and if you would like more information about how we can help you please get in touch.
Construction of your bespoke financial plan
To reflect all aspects of your needs and objectives covering retirement and generational planning, whilst considering factors such as taxation consequences and legislative changes.
Risk assessment
Use of a structured questionnaire as a starting point from which we can then discuss and agree the investment risk level appropriate for your objectives
Full investment portfolio construction, options and management
Confidence you have the most appropriate investment solutions for your planning needs.
Formal annual face-to-face review
Discipline to dedicate time to review, check and adjust your financial plan if required.
Ad-hoc valuations and meetings
Interim changes discussed and included.
Full cashflow forecasting
Visualise your plan and explore different 'what if?' scenarios to provide peace of mind your funds would outlast you.
Access to a dedicated financial adviser and support team for you and your family
Direct personal relationship providing continuity for you and your family.
Access to an online portal for valuations and secure messaging
Peace of mind that your information is safe and secure 24/7 access to valuations.
Regular market updates
A view of the world economy and potential impact on markets to keep you informed
Ease of your administration
Secure document shredding service and organisation of your financial papers
Seminar invitation
Opportunity for an update on topical financial issues within a social setting
