Bailey Cook Financial Planning

Bailey Cook Financial Planning is a firm of Chartered Financial Planners that focuses on creating and maintaining relationships with clients. They provide tailored financial plans to help clients meet their financial objectives, ensuring ongoing support and communication.
  • Estate planning
  • Investment advice
  • Retirement planning
  • Life insurance protection
  • Ongoing financial reviews
  • Tailored financial planning

Size
Small
Phone
N/A
Email
N/A
Locations
First Floor, 6 Gay St, BA1 2PH
01225613444
Digital Popularity
Social Media
Competitors
Advance Investments
Advance Investments Limited provides bespoke financial advice tailored to the specific objectives and needs of its clients.
Saltus
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Fidelius Group
Fidelius Group is a forward-thinking financial services company that provides comprehensive financial planning and wealth management solutions.
Company Details
Bailey Cook Financial Planning is operated by Bailey Cook Financial Planning Ltd and is a Active company incorporated on 3 May 2018 with the registered office located in Bath, Somerset. Bailey Cook Financial Planning Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
12
Turnover
Unreported
Total Assets
£568.73K
Cash in Bank
£517.36K
Total Liabilities
-£220.31K

Director • Financial Adviser • British • Lives in England • Born in Apr 1975
Director • Financial Adviser • British • Lives in England • Born in Apr 1961
Teams
All
8
Customer Service
4
Finance
2
Information Technology
1
Other
1
Operations Manager • Joined Feb 2019
Director And Financial Planner • Joined Jul 2018
Data Analyst • Joined Jul 2023
Senior Client Relations Support
Client Relations Support • Joined Jun 2024
Senior Technical Support • Joined Dec 2018
Financial Planner • Joined Jan 2023
Client Relations Support • Joined Jun 2022
Senior Client Relations Support
Client Relations Support • Joined Jun 2024
Senior Technical Support • Joined Dec 2018
Client Relations Support • Joined Jun 2022
Director And Financial Planner • Joined Jul 2018
Financial Planner • Joined Jan 2023
Data Analyst • Joined Jul 2023
Operations Manager • Joined Feb 2019