Kate Bailey Financial Planning Ltd

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Kate Bailey Financial Planning Ltd

Our mantra is to deliver easy to understand advice no matter what your level of investment experience This is known as a restricted advice

Kate Bailey Financial Planning Ltd advise on a range of products from Prudential and other carefully selected providers.

14/08/2026

💡What a fantastic day yesterday spent at the M&G offices in Stirling with M&G’s business development team, Stephen Christie DipPFS and Scott Burns. It was great to catch up, share ideas and talk through some of the things we’re working on as we continue to build out the next chapter for the business.

Plenty of good discussion, fresh thinking and a few exciting ideas for the months ahead… the lunch didn’t disappoint either. 🍽️

Thanks again to Stephen and Scott for having us. 🙌🏼

24/07/2026

🏆 We’re thrilled to share that Kate Bailey Financial Planning Ltd has been shortlisted for the 2026 MoneyAge Awards in the Financial Adviser – Micro Firm of the Year category! 🎉

As a small, dedicated team - Kate, Ryan and Reagan - this recognition means the world to us. We’re passionate about delivering clear, personal and long‑term financial planning, and it’s amazing to see that commitment recognised nationally.

A huge thank you to our clients and partners for your trust and support.

Roll on October at the Waldorf Hilton! 🙌✨

16/07/2026

Our Senior Partner Ryan Milne and Associate Partner Reagan Milne spent the day in Leeds attending the latest M&G Advice Academy Adviser Development Day.

The sessions covered focussed group discussions, practical development themes and key areas of focus for the months ahead. Ryan also contributed to the programme by sharing his experience and insights with the academy advisers.

A valuable opportunity to step back from day‑to‑day work and concentrate on development, mindset and the behaviours that drive strong client outcomes.

09/07/2026

🤝 Stronger Together Networking – Morning Session

Great morning for our Associate Partner Reagan Milne DipPFS, who attended the Stronger Together Networking event today. A brilliant opportunity to connect with local professionals, share ideas, and support a community that genuinely values collaboration and business growth. 🙌🏼

Events like this are exactly why we invest time in building strong local relationships — they help us stay connected, stay informed, and stay focused on delivering the best outcomes for our clients.

Thanks to the team for hosting such a welcoming and engaging session. Looking forward to being part of future events. 👏🏼

04/06/2026

Great session in Harrogate on Tuesday at the Unlocking Client Value – Estate Planning & Investment Insights event hosted by waytrustees and rathbonesplc 🗒️

Our Associate Partner reaganmilnekbfp attended on behalf of the firm, joining advisers and investment specialists to explore:

• how Budget changes are shaping estate planning
• practical trust‑based strategies for improving client outcomes,
• and the latest investment insights from Rathbones in the current economic climate.

A really valuable morning focused on enhancing advice, strengthening client relationships, and staying ahead of the evolving Consumer Duty landscape. 🙌🏼

09/01/2026

Planning for retirement can feel overwhelming - especially when it comes to tax.

The good news? Expert advice can ensure your pension works as hard for you as possible, helping you:

✅ Maximise your income in retirement
✅ Minimise tax liabilities
✅ Make confident decisions for the future

👉 Find out more in our article Understanding Tax On Your Pension https://brnw.ch/21wYVDP

Tax rules can change, and the impact of taxation and any tax reliefs depends on your circumstances, including where you live.

Address

Wakefield

Telephone

+447776161974

Website

http://www.katebaileyfinancialplanning.com/

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