Daniel Bailey Biography

Local presence. National expertise.

Daniel Bailey
Daniel Bailey
Specialist Mortgage Adviser

Specialist Mortgage Adviser

Dan has over 8 years of mortgage experience and has completed the Chartered Insurance Institute qualification in Mortgages and Protection and holds a Certificate in Mortgage Planning. Dan is a qualified member of the Society of Mortgage Professionals.

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

These qualifications are part of the Diploma in Regulated Financial Planning. Dan hopes to complete the diploma in early 2021.

Specific Skills

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

The Financial Conduct Authority do not regulate buy to let mortgages.

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, wills 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:







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