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Kate Bailey Financial Planning Limited

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17 Broomhall Avenue, Wakefield, West Yorkshire, WF1 2BB
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https://www.mandgwealth.com/katebaileyfinancialpla
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FCA Number: 926688
Website Image of Kate Bailey Financial Planning Limited

Kate Bailey Financial Planning Limited is a reputable, FCA-regulated financial firm based in Wakefield, West Yorkshire. With a FCA registration number of 926688, the company specializes in providing expert financial planning services, encompassing areas such as life and investments, retirement pensions advice, final salary pension transfers, and more. Located near Leeds, they extend their regulated advisory services to surrounding areas. Their office is comfortably situated at Broomhall Avenue, Wakefield. Kate Bailey Financial Planning Limited takes pride in offering personalized advice tailored to each client's unique financial situation, often working closely with local communities. Trust them for a professional yet approachable experience in navigating your financial future.

Their team includes 3 financial advisers. Check FCA registration here.

Kate Bailey Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Kate Bailey Financial Planning Limited from the Motorway

  1. Proceed from the M1.
  2. Join the M69 ramp towards Birmingham / Coventry.
  3. At the subsequent roundabout, avail of the 4th exit, leading onto the M1 ramp heading towards Nottingham / Newark / Leicester (North).
  4. Merge with the M1.
  5. Upon reaching junction 41, take the exit leading to A650.
  6. Upon arriving at Carr Gate Interchange, select the 3rd exit which leads onto A650.
  7. Gradually veer left towards Bradford Road, following signs for Carrgate / Wrenthorpe / Kirkhamgate.
  8. Progress onto Bradford Road.
  9. Execute a left turn onto Broom Hall Avenue. The destination will be situated on your left.

List of advisers under Kate Bailey Financial Planning Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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