Kate Bailey Financial Planning Ltd

Helping you feel confident about your financial future.

At Kate Bailey Financial Planning Ltd, we specialise in straightforward, personalised financial advice to help you make the most of your money - whether you're planning for retirement, looking to grow your savings, or simply want to feel more in control of your finances.

Based in Wakefield, West Yorkshire, we work with clients across the UK, offering clear, simple advice on:

Pension planning & retirement options

Investments & savings strategies

Tax-efficient financial planning

Protecting your wealth and legacy

Small business owners

Our approach is friendly, transparent, and always tailored to you. We offer a free, no-obligation consultation to understand your goals and see how we can help.

Let’s take the stress out of financial planning - and put you back in control.

Get in touch today to book your free consultation.

Services:

Life Insurance

Financial Advisors

Investment Advisors

Pensions and Incentives

Business Financial Planning

07776 161974

+44 7570 117705

kate.bailey@mandg.com