About Rebecca Bailey

Rebecca Bailey

Chartered Financial Planner, APFS

Key to my success is the ability to build and maintain long-term relationships, founded on trust and borne from integrity, honest and clarity of communication.

About

I am a Relationship Management professional with over 10 years’ experience in providing consultative advice to individuals and companies.

Key to my success is the ability to fully understand my client’s aspirations. Often these can be unformed, fragmented, or difficult to determine without full discussion with a financial specialist. Having worked with Clients to identify these goals and aspirations, I effectively construct, communicate, and implement bespoke solutions specifically targeted to achieve them.

I work with Client’s who have varied levels of investment experience and whose aspirations may cover a wide variety of objectives. Client may be looking for:

  • General Financial Review: Clients may have accumulated a variety of Accounts (ISA’s, Pensions, Investments) and wish to understand the progress of these investments while looking to maximise their return
  • Investment Advice: New investors in receipt of capital sums (e.g. from inheritance) and clients wishing to invest sums for the benefit of others
  • Protection advice: Individuals and Business Owners wishing to protect their assets and ensure they are passed to those they wish to inherit in the event of their death
  • New Investors: Clients in receipt of capital sums ( e.g. inheritance), or wishing to invest sums for beneficiaries or dependants
  • General wealth Management Advice: For perhaps the more experienced investor wishing to generate further income from investments, aiming for capital growth, or ensuring they are fully utilising tax-favoured investment vehicles

For me, it is most important to be able to work alongside my clients on a continuing basis, to identify and discuss their changing needs and manage their wealth accordingly; even if circumstances may change in the future.

To arrange a no-obligation, confidential consultation, please Email me.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.

Testimonials

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If I hadn't met up with Rebecca Bailey my finances would have been in a state of chaos with me not understanding anything. I feel each time she comes to see me - my finances become more organised. Rebecca Bailey is flexible, understanding and knows how to explain things so I understand. She is fr...
Nicky

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Hamwic Wealth Management Limited is registered in England and Wales, Number 09698477. Registered Office: 58E Botley Road, Park Gate, Southampton, SO31 1BB.