About Us

The team at Bailey Financial has many years’ experience providing practical financial planning advice to people, families and businesses. We are also your local proprietor for The Yorkshire Building Society with offices in Ashtead (Surrey) and St. John’s Wood (London).

We provide advice across a wide range of services including investments, savings and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Bailey Financial, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.