Christopher Bailey - Financial Adviser

As a Wealth Management Partner with True Potential Wealth Management, part of the highly successful group of companies, I am committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this very modern world.

With over 30 years experience in Wealth Management and helping individuals and families reach their financial goal and by being an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals and be in greater control of your money.

I will make no compromise.

I aim to deliver this commitment by:
Providing personal face to face financial advice.
Giving you the opportunity to review your financial affairs through an assured and regular on-going review service.
Effectively managing your planning via the distinctive approach of True Potential Wealth Management.
Helping to keep you informed of the latest news and changes that may affect your personal situation.
Listening and understanding your feedback.
Ensuring that all my dealings with you are sensitive to your needs.
To benefit from this truly innovative approach to managing your wealth, please contact me and I will be delighted to arrange an initial consultation at no expense to yourself.

Christopher Bailey Financial Adviser

Areas Served

  • North East England
  • North West England
  • Midlands
  • North Wales

Christopher Bailey - Financial Adviser

Christopher Bailey - Financial Adviser

As a Wealth Management Partner with True Potential Wealth Management, part of the highly successful group of companies, I am committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this very modern world.

With over 30 years experience in Wealth Management and helping individuals and families reach their financial goal and by being an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals and be in greater control of your money.

I will make no compromise.

I aim to deliver this commitment by:
Providing personal face to face financial advice.
Giving you the opportunity to review your financial affairs through an assured and regular on-going review service.
Effectively managing your planning via the distinctive approach of True Potential Wealth Management.
Helping to keep you informed of the latest news and changes that may affect your personal situation.
Listening and understanding your feedback.
Ensuring that all my dealings with you are sensitive to your needs.
To benefit from this truly innovative approach to managing your wealth, please contact me and I will be delighted to arrange an initial consultation at no expense to yourself.

Areas Served

  • North East England
  • North West England
  • Midlands
  • North Wales

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Christopher Bailey - Financial Adviser

"Having met a number of local financial advisers it was refreshing to then meet Chris. What made Chris different from the start was that he made it obvious it was about 'me' and not 'him'. Whereas with the others I had met, they went on at length about their successes and the considerable wealth they managed for their clients, Chris on the other hand, quickly assessed my situation and requirements and started talking common sense that i could understand. Making decisions about retirement is a daunting task, at least it was for me, as it's a first time experience and I need someone that above all I believe I can trust, it's not just about professional capability for me. Having said that, and after a couple of meetings, Chris's professional credentials are not in doubt, it's just that he doesn't bang on about them like some others. I have received some sound advice that I believe will now set me on the right track for a stress free financially managed future, I'm really happy about that and looking forward to my forthcoming retirement. What could they have done better? Can't really think of anything"

My clients say...

Christopher Bailey - Financial Adviser

"Christopher Bailey is a friendly, courteous and a very businesslike professional financial adviser. I have known Christopher for a considerable length of time and his expert knowledge of the financial and investment world is second to none. I have great confidence in his expert advice and recommendations, him having the gift of explaining to the layman in easy to understand terms. I feel from experience that Christopher really does endeavour to look after and procure the best for his clients. What could they have done better? My Adviser could NOT do anything better.... always pleasant businesslike and punctual."

My clients say...

Christopher Bailey - Financial Adviser

"Well thought through advice based on an indepth understanding my full circumstances and aspirations. Instills trust that the advice given is sound and based on my best interests. Chris is unpretentious and builds an excellent rapport - he follows through on what he says and is an all round nice guy who is very easy to do business with. What could they have done better? Nothing"