Independent Financial Advice in the heart of St Albans

Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service is essential in today’s cluttered market. We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions.

Services we offer:

  • Being independent allows us to work on your behalf
  • A truly unique advisory process
  • Advanced servicing for all of our clients
  • An ethical way of dealing with our clients

We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people's finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.

Our Satisfied Customers

“I’ve never been someone who has taken much interest in financial investments, so when I inherited some money I wanted to make sure my inheritance would benefit me for the future. I researched high and low into financial advisers and came into contact with Simon Bailey. His services have been impeccable, and he has guided and directed my portfolio with healthy investments. He is always at the end of a phone if I need advice, and continues to be scrupulous with financial advice. Highly recommend his services”.

DBC - London.

“As a company director at international level for over 40 years, I found that most of my time was spent working and I failed to address many of my own personal issues, such as pensions. Fortunately, I was recommended to Mr Simon Bailey. My first reaction to meeting him was:-

  • Very professional
  • He explained his Industry Code etc
  • He identified my issues and concerns, without making me feel ‘stupid’
  • He explained all the fees involved (This I thought was great – not misleading)
  • He made it all sound simple (which I know it was not)

Following on from the above, he analysed all my paperwork and sent me a detailed explanation.

To me this was fantastic. At last I had all the details. He then went on to sort out a pension and obtain a lump sum payment. Sure he offered various choices. Overall, I can honestly say that Mr Simon Bailey gave me a first class service and I can recommend him to anyone who has a financial or pension issue. Whatever your concern you must discuss it with Mr Bailey. Anyone in doubt can email me; Chequer Financial Services will supply my email address on personal request."

LD - Gerrards Cross

If you’d like to get in touch please call us or send us an email using the form provided on our Contact Us page

Chequer Financial Services is Authorised and Regulated by the Financial Conduct Authority. Principal Simon Bailey.

Chequer Financial Services is entered on the Financial Services Register under ref 570820

The guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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