Kate Bailey Financial Planning Ltd

💡 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗠𝗼𝗻𝘁𝗵! This is a great time to emphasise the importance of education in financial planning. Financial planning helps individuals and families manage their money to achieve goals like buying a home or saving for retirement. Staying updated on industry trends is essential for financial planners to provide the best advice 📚 Financial planning academies play a vital role by offering training and resources that enhance advisors' skills. By investing in ongoing education, we can better support our clients in making informed financial decisions. Join us in celebrating National Learning and Development month👏🏼 #financialplanning #financialadvice

🌟 𝗠𝗲𝗲𝘁 𝗞𝗮𝘁𝗲, 𝗼𝘂𝗿 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿 As we come to the end of our “Meet The Team’ week, we’re excited to introduce Kate Bailey Dip PFS, Managing Director of Kate Bailey Financial Planning Ltd. With over 20 years of experience as a qualified Financial Adviser, Kate offers specialist advice across all areas of financial planning. Kate’s extensive expertise includes investment planning and the complex technical areas of pensions and retirement options. Before founding the business, Kate spent more than eight years as a Financial Adviser with Prudential Financial Planning, where she honed her skills and deepened her knowledge of the financial industry 🚀 Her commitment to helping clients achieve their financial goals is at the heart of everything we do. We’re incredibly proud to have Kate leading the team and driving our mission to deliver outstanding financial guidance to our clients 🙌🏽 #financialplanning #financialadvice

🌟 𝗠𝗲𝗲𝘁 𝗥𝘆𝗮𝗻, 𝗼𝘂𝗿 𝗦𝗲𝗻𝗶𝗼𝗿 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 We’re excited to continue our “Meet the Team” week by introducing Ryan Milne DipPFS, our Senior Partner at Kate Bailey Financial Planning Ltd! Ryan has been with the business for two years, joining us after completing the M&G Wealth Academy during it’s first cohort. With over eight years of experience in financial services, Ryan began his career straight out of school through the Prudential apprenticeship programme. During his time at Prudential and M&G, Ryan worked in various roles, gaining extensive knowledge across different areas of the business before deciding to pursue financial advice 🚀 Ryan’s expertise, coupled with his commitment to building strong client relationships, ensures that our clients are in safe hands. He is passionate about guiding individuals on their financial journey, helping them feel informed and confident in every decision 🙌🏽 Stay tuned this week as we introduce our Managing Director, Kate Bailey Dip PFS! #financialplanning #financialadvice

🌟 𝗠𝗲𝗲𝘁 𝗥𝘆𝗮𝗻, 𝗼𝘂𝗿 𝗦𝗲𝗻𝗶𝗼𝗿 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 We’re excited to continue our “Meet the Team” week by introducing Ryan Milne DipPFS, our Senior Partner at Kate Bailey Financial Planning Ltd! Ryan has been with the business for two years, joining us after completing the M&G Wealth Academy during it’s first cohort. With over eight years of experience in financial services, Ryan began his career straight out of school through the Prudential apprenticeship programme. During his time at Prudential and M&G, Ryan worked in various roles, gaining extensive knowledge across different areas of the business before deciding to pursue financial advice 🚀 Ryan’s expertise, coupled with his commitment to building strong client relationships, ensures that our clients are in safe hands. He is passionate about guiding individuals on their financial journey, helping them feel informed and confident in every decision 🙌🏽 Stay tuned this week as we introduce our Managing Director, Kate Bailey Dip PFS! #financialplanning #financialadvice

🌟 𝗠𝗲𝗲𝘁 𝗥𝗲𝗮𝗴𝗮𝗻, 𝗼𝘂𝗿 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 We’re kicking off our “Meet the Team” week with a warm introduction to Reagan Milne, our newest Associate Partner at Kate Bailey Financial Planning Ltd! Reagan joins us with a rich background in the mortgage sector, where he spent years as an account manager. His experience has given him a fantastic range of skills that we know will really benefit our clients. From financial analysis to building strong relationships, Reagan is all about making sure our clients have the support they need on their financial journey. 🙌 What we love most about Reagan is his genuine passion for helping people. He believes that understanding and trust are key, and he’s here to make sure our clients feel comfortable and informed every step of the way. We’re really excited to have Reagan on the team and can’t wait for clients, old and new, to meet him. Stay tuned this week as we continue to introduce more of our amazing team! 😁 #financialplanning #financialadvice

👏🏽 𝗜𝗻𝗰𝗮𝘀𝗲 𝘆𝗼𝘂 𝗺𝗶𝘀𝘀𝗲𝗱 𝗶𝘁 We’re pleased to share this article by Sam Oakes for the Financial Planner Life podcast, showcasing insights from Kate Bailey Dip PFS and Ryan Milne DipPFS. It highlights the critical roles of mentorship, training, and succession planning in the future of financial planning. Take a moment to read the article and listen to the podcast, and we’d love to hear your feedback! 😄 #financialadvice #financialplanning

⭐ 𝗠𝗲𝗲𝘁 𝘁𝗵𝗲 𝘁𝗲𝗮𝗺 𝗮𝘁 𝗞𝗮𝘁𝗲 𝗕𝗮𝗶𝗹𝗲𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 Next week, we’ll be sharing individual posts about our team here at Kate Bailey Financial Planning Ltd and giving you a peek into their experiences and what makes them passionate about the financial planning profession 🙌 Keep an eye out for the spotlights! #financialplanning #financialadvice

⚽ 𝗪𝗮𝗸𝗲𝗳𝗶𝗲𝗹𝗱 𝗝𝗲𝘁'𝘀 𝗨𝟭𝟮 𝗴𝗶𝗿𝗹𝘀 𝘀𝗲𝗰𝘂𝗿𝗲 𝟯 𝗽𝗼𝗶𝗻𝘁𝘀 𝗮𝘁 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸𝗲𝗻𝗱! This weekend saw the Wakefield Jet's U12 girls team secure a fantastic 8-3 win which results in the team rising to 3rd in the league. A brilliant match with loads of goals too 💪 At Kate Bailey Financial Planning Ltd we love to see a local team strive for excellence and we are supporting all the way 👏 #financialplanning #financialadvice #sponsorship

Check in on those around you. #financialplanning #financialadvice #worldmentalhealthday

🚀 We’re thrilled to announce that our Managing Director, Kate Bailey Dip PFS, and Associate Partner, Ryan Milne DipPFS, recently joined Sam Oakes on the Financial Planner Life podcast! A huge thank you to Sam and the FPL team for the opportunity to discuss the critical issues facing our profession. As Sam poignantly highlighted, our industry is confronting a demographic challenge with a rapidly aging adviser workforce and a notable shortage of emerging talent. In our conversation, Ryan shared his valuable experiences under Kate’s mentorship, emphasizing the importance of breaking down age bias and nurturing genuine client relationships 🙌 It's clear that success in financial planning isn’t just about passing exams; it’s about empowering young planners with the skills they need to navigate our complex profession. The discussion illuminated the necessity of proactively investing in the next generation to future-proof client relationships and ensure the long-term viability of our firms. 🎧 Watch the episode here 👉 https://shorturl.at/kKIUS and let us know your thoughts! #financialplanning #financialadvice #mentorship