May 2021
Kate made my dream of retiring at 55 a reality. From our initial meeting right through until my retirement on my birthday, she was available for detailed financial advice for what can be a very tricky process. Everything worked like clockwork and I know that in the future Kates' advice is only a call or email away. It truly was and is a first class service and I would not hesitate to recommend Kate.
May 2021
We would highly recommend Kate Bailey as a financial adviser as someone who gives concise and easy to understand advice. She always makes herself available if questions crop up and we have every confidence in her ability. We feel secure in the knowledge that our pension pot is been well taken care of and have even recommended her to close friends.
May 2021
We sought financial planning advice from Prudential back in 2014 and our consultant was Kate Bailey. We had small amounts of money in a variety of different accounts and institutions and Kate diligently brought these together under ‘one umbrella’. She completely understood our needs and competently addressed any concerns we had.
She was always professional, knowledgeable and informative and quickly gained our trust. Her ability to recall and remember everything with regard to our finances is impressive. She is very approachable and responsive should we need to contact her and feel very fortunate to have her as our Financial Consultant. We have recommended her to friends who also share the same views.
June 2021
My husband and I were first introduced to Kate Bailey several years ago, in her capacity as an Financial Adviser with Prudential. During this time she advised us on our existing investments and introduced us to new ones. My husband has always been very careful where his money/investments were concerned, however in Kate's hands he had no reason to be. We always found her to be extremely open, approachable, friendly, kind and courteous but above all very knowledgeable & professional.
Sadly two years ago my husband died and whilst finances were the very last thing on my mind, I cannot emphasize enough how amazing Kate was at the time - what an amazing asset she was to me and continues to be! I cannot recommend her highly enough.
June 2021
Kate came recommended to us by a friend when we were looking at how best to manage our pension and plan for our retirement. We had never used a financial adviser before and were a little unsure what to expect, however Kate quickly made us feel at ease. Kate listened to what was important to us and talked through all of our options. She was approachable, friendly and always quick to respond to our questions and queries.
We're really happy with all the advice Kate has given to us and would not hesitate to recommend her. Thanks to Kate we are now enjoying an early retirement!
June 2021
We were going nowhere with our plans for our dreams of early retirement until a colleague recommended Kate Bailey to us. At first I was very wary of allowing a stranger into our home to discuss and disclose all our finances. Kate however, made an immediate impact on us and a bond of trust soon ensued.
We found Kate very friendly and informative but most of all gave us confidence in what she proposed, which is always explained very clearly and simply. Some years later we were actually in a position to take that early retirement, something we definitely wouldn’t have been able to do if it wasn’t for Kate.
Furthermore, Kate goes that extra yard beyond the call and whenever I contact her for some help, her response is quick and a resolution is made. I would have no hesitation in recommending Kate to anyone and indeed I have done that.
June 2021
After years of basically doing nothing, my wife and I decided to get a pension review. Fortunately for us, it was Kate that came to do the review. She explained everything in simple terms, professionally collected the information she needed to put a plan together, and then proceeded to put everything in place. When Kate explains things in person it all seems so easy to understand, the paper statements from the pension provider not so much.
We would highly recommend Kate as an adviser if/when anyone needed their finances/pensions put in order. Peace of mind is what Kate has given to us.
June 2021
We can recommend Kate with highest level of confidence and assurance. She is extremely professional, knowledgeable, and always available for advice. As well as that she is friendly, always cheerful and has a good-natured personality and is a great friend to have.
Kate has looked after our finances and retirement plans for the last seven years impeccably and with continual analysis and scrutiny to provide the most solid and profitable way to ensure our financial security when we will need it the most. She has lead us through the unexpected impact on our finances of the Covid-19 pandemic and we have definitely came out smiling and still looking forward to a safe well managed retirement.
June 2021
I cannot recommend Kate Bailey highly enough. Nothing is too much trouble. Very knowledgeable and reassuring. Extremely trustworthy and have always felt confident in the advice Kate has given us and in her handling our finances. A great asset to the Prudential.
June 2021
Kate has been our financial adviser for six years. She has always given excellent advice and we totally trust her.
Kate was very keen to get to know us as a family in order to fully understand our financial planning needs going forward. We can now consider Kate a friend, and we often call on her for advice on other things besides our investments, for example help with a decision on whether to move house or improve our current home.
Kate is very responsive when we call for help! We can wholeheartedly recommend Kate for advice on all things money and investment.
June 2021
Just over two years ago, I decided to transfer my pension from the company pension scheme. I contacted a financial adviser called Kate Bailey whom I’d been recommended by other colleagues. An appointment was made where Kate explained the various options and the pros and cons for pension and transfers available.
Kate was professional, knowledgeable and put things in layman terms so we could easily decide. This information I used and transferred my pension. I’ve since recommended Kate to other colleagues who have taken Kate’s advice. Kate has a very friendly and approachable personality and keeps us informed regularly.
June 2021
Kate has always provides me with exceptional advice regarding my finances over the past eleven years. She keeps me informed and up to date with information I find useful in making decisions regarding my savings.
Whilst so friendly and approachable, Kate is also very reliable and efficient. I wouldn’t think of consulting anyone else.
June 2021
After 20 plus years of working I contemplated retirement at which point I thought about taking my company pension and transferring it, I made an appointment with Kate and she explained all details in a manner that I would understand the positives and negatives of transfer.
After much deliberation I decided to transfer and it was a smooth effortless task, Kate is always available to discuss things and when asked to do something it's completed in a timely manner.
June 2021
Kate has helped and advised us with our pension fund for over 5 years. She has always been very professional, friendly and very helpful. We would have no hesitation in recommending her at all and look forward to continuing our relationship.
