Kate Bailey Financial Planning Ltd is a financial advisory practice that offers a comprehensive and personalised approach to wealth management. Founded by Kate Bailey, the company focuses on building long-term, trusted relationships with clients to help them achieve their financial goals. As an Appointed Representative of St. James's Place Wealth Management, a leading UK wealth manager, the company provides clients with access to a distinctive range of investment management services. Key areas of advice include investment planning, retirement planning, inheritance tax planning, and financial protection.

Founded in

United Kingdom