Meet The Team

Jeff Bailey DipPFS, Cert CII(MP), IMC, Investment Manager

I have worked in finance/financial services since leaving school and been privileged to be involved in a number of roles across a broad range of disciplines.  These experiences have certainly made me appreciative of the value our industry provides and it is very satisfying to help clients plan their financial futures.  I enjoy being part of a strong team and helping to oversee the investment arrangements we manage on clients’ behalf.

Which three words would your friends and family use to describe you?

Trustworthy, calm and reliable

Whose quotation has inspired you?

“If it sounds too good to be true, it probably is.”  Not sure who the quote is attributed to but exudes common sense.

What is your “happy”?

Thumbing through the Christmas edition of the Radio Times to see what repeat films I plan to watch over the festive season.

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