My focus as a financial adviser is to professionally help clients achieve financial peace of mind, and help them prioritise for a brighter tomorrow. Every single person has a different life story, it is unique to them, their wants and goals, I tailor every financial review to a client's specific needs. I impart the latest financial guidance to help safeguard my clients and their families, providin
g a holistic financial plan. I use a goal-based modelling tool to help design the future, this process requires trust, knowledge and care. I pride myself on doing the right thing, at the right time, and for the right reason for all my clients. I would love to expand my network to assist more people, people sometimes think "I don't have enough money to worry about" which I have heard before or those who think they have it all sorted, ask yourself, when did you last have a face to face review with your adviser? We each need to take responsibility for our future financial needs. I enjoy more than words can say, building trusted, long-term relationships and helping others. I may seem a little evangelical about what I do, but I know first-hand the benefits of great financial advice and the benefits of investing, financial freedom doesn't mean being a millionaire, it means taking control of what's important to you. My role is to help you establish where you are today, where you want to be and what your life goals are for the future. A (business or personal) financial health check is a great starting point, this is something I offer all clients and it is without obligation. Starting the journey may seem daunting, but I believe it is the best thing you can do for your employees, yourself and those you love. About me, I really enjoy playing golf and being outdoors, I have a little dog, Coco the Lhasapoo, and I am very close to my family and friends. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Bayley Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
