P. W. Bailey & Associates
About P W Bailey & Associates
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| Peter W Bailey & Steve Jones |
Peter has been a member of the financial service profession for over 36 years, working as both an advisor and manager before joining St. James's Place as a Partner in 2001.
Peter specialises in Savings & Investments and Inheritance Tax and Estate Planning.
Peter's son-in-law Steve joined the practice in 2005 as a mortgage advisor, and became a fully qualified financial consultant in 2006.
Steve specialises in Mortgages, Financial Protection, Pensions and Investment Transfers.
Peter and Steve are members of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS). They both hold the designatory letters CertPFS and CertCII (MP).
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We often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered. more
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