0330 038 8938
Based in Wakefield
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FCA Regulated
Last checked: 07 March 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Verified reviews: 100%
Kate has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
3 qualification certificates available to view
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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Kate has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Verified reviews: 100%
Kate has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
3 qualification certificates available to view
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Kate has not yet added their fees to their profile
Kate is the Director of Kate Bailey Financial Planning Limited. With almost 25 years' worth of experience as a highly qualified Financial Adviser, Kate offers specialist advice and expertise across all financial planning areas. Kate has comprehensive experience in investment planning and the technical area of pensions and retirement options.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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