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.

Our clients tell us they value our structured, logical approach to financial planning.

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. Ongoing maintenance of your plan is where we can add a great deal of value.

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. If you have a question or concern, please pick up the phone to us.

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.

Periodic 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