Chequer Financial Services

Independent Financial Adviser St Albans Chambers, 2-4 St Peters Street, St Albans, Hertfordshire, AL1 3LF
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
3rd December 2018
Our principle aim is to help people understand, protect and increase upon their assets.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Simon Bailey DIPPFS,CERTS CII(MP & ER)
Financial Adviser
What our clients say
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 advisors and came into contact with Simon Bailey. His services have been impeccable and 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.
DB Crawford, 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 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 e mail me on
L Dowling, Gerrards Cross
Where to find us

St Albans Chambers, 2-4 St Peters Street, St Albans, Hertfordshire, AL1 3LF

Contact us
About us

We are an Independent Financial Advice practice with over 25 years industry experience and members of the Personal Finance Society.

Our services

We build robust investment portfolios to weather changing economic conditions that match clients attitudes to risk.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Simon Bailey of Chequer Financial Services is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates the financial services industry in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS.

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