0330 038 8939
Based in Wakefield
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FCA Regulated
Reagan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Reagan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Reagan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Reagan has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 22 January 2025
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.
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Reagan has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Reagan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 April 2025
Reagan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Reagan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Reagan has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 22 January 2025
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.
Qualifications Uploaded
Reagan has not yet added their qualifications to their profile
Qualifications not yet added
Reagan has not yet added their qualifications to their profile
Transparent Fees
Reagan has not yet added their fees to their profile
Fees not yet added
Reagan has not yet added their fees to their profile
A professional with over 5 years of experience in the UK Financial Services Sector. Currently working as an Associate Partner at Kate Bailey Financial Planning, where the focus is on helping clients achieve their financial goals through clear, effective advice. I am passionate about delivering the best possible outcomes for my clients and helping them achieve their financial objectives, both in the short and long term. Holds a Level 4 qualification in Regulated Financial Planning from the CII.
£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).
About Reagan's clients
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