Daniel Bailey Biography

Local presence. National expertise.

Daniel Bailey
Daniel Bailey
Financial Adviser and Senior Mortgage Adviser

Financial Adviser and Senior Mortgage Adviser

Dan has over 8 years of mortgage experience and has completed the Chartered Insurance Institute qualification in Mortgages and Protection and holds the Certificate in Advanced Mortgage Advice. Dan is a qualified member of the Society of Mortgage Professionals. Dan also holds the Diploma in Regulated Financial planning.

Professional Qualifications and Examinations

  • CF1 – Financial services, regulation and ethics
  • CF6 – Mortgage Advice
  • RO1 – Financial services, regulation and ethics
  • RO2 – Investment principles and risk
  • RO3 – Personal Taxation
  • RO4 – Pensions and Retirement Planning
  • RO5 – Financial Protection
  • R06- Financial Planning Practise
  • R07- Advanced Mortgage Advice

These qualifications are part of the Diploma in Regulated Financial Planning. Dan completed the diploma in January 2020.

Specific Skills

  • Mortgages
  • Buy to Let
  • Let to buy
  • Portfolio Landlords
  • Limited Company BTL
  • First Time Buyer
  • Re-mortgages
  • Protection & Insurance

Some buy to let mortgages are not regulated by the Financial Conduct Authority

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

What makes us different?

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax and tax efficient investments. The first meeting is at our expense and without any obligation.

You can contact us via telephone, email, or use the contact form below: