Kate Bailey Financial Planning Ltd

🎄 𝗠𝗲𝗿𝗿𝘆 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗳𝗿𝗼𝗺 𝗮𝗹𝗹 𝗼𝗳 𝘂𝘀 𝗮𝘁 𝗞𝗮𝘁𝗲 𝗕𝗮𝗶𝗹𝗲𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗟𝘁𝗱 As the year winds down, we want to take a moment to thank our incredible clients for your trust, support, and partnership throughout 2024. It’s been a pleasure working with you to plan for your future, and we can’t wait to continue helping you reach your financial goals in the year ahead! 🚀 From Kate, Ryan and Reagan we wish you all the joy, peace, and love that this festive season brings. May your holidays be filled with laughter, warmth, and some well-deserved relaxation! Here’s to a prosperous New Year – we’ll be here, ready to help you navigate it all. Cheers to you and yours! 🥂 #financialplanning #financialadvice

🎄𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗖𝗮𝘁𝗰𝗵-𝗨𝗽 𝗮𝘁 𝗖𝗮𝗽𝗿𝗶 𝗟𝗼𝘂𝗻𝗴𝗲 Kate, Ryan and Reagan took a little time out yesterday for a Christmas brunch at Capri Lounge in Wakefield. It was a great chance for the three of them to relax and catch up, especially with Reagan having just relocated from Scotland. 🙌 As we wrap up an exciting year and start to think about 2025, it’s moments like this that remind us how important it is to take a step back, recharge, and reflect on all we’ve achieved – together. Looking forward to what’s next! 🎉 #financialplanning #financialadvice

When I'm not posting for recruitment for football stadiums, I'm a proud sports coordinator volunteer for our girls in the U13 Wakefield Jets. (actually the founder as I forced my husband to manage and build a new team from scratch, but that's an argument for another day 😉) Today they did us so proud and got through to the next stage of the U13 RGFL Trophy, cutting it closer than Matt would have liked and winning 3-2 in a penalty shootout! Each and every one of them gave their all and I absolutely love seeing them come together and support each other. P.S they are also 3rd in the league too, only 3 points off the top 🫣 As always, a huge shout out to my husband, Matt Gambles for being the best, if not always the calmest 😂, and our assistant coaches Ranvir and Shelby. Our sponsors Kate Bailey Dip PFS Ryan Milne DipPFS and Reagan Milne DipPFS for their continued support and providing the girls with their trademark orange kits to let the other teams know they're coming and mean business.. if you need any advice in financial planning, please give them a shout! Kate Bailey Financial Planning Ltd Here's to 2025, the world is your oyster girls 💕 #wrgfl #hergametoo #womensfootball #futurelionesses

🎁 𝗧𝗵𝗶𝘀 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀, 𝗴𝗶𝘃𝗲 𝘁𝗵𝗲 𝗴𝗶𝗳𝘁 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 Do your kids get more joy out of a cardboard box than the pricey toy inside? This Christmas, consider a different approach. Instead of buying more toys that might get buried under the tree, why not skip a gift or two and put that money toward their savings, investments, or pension? 🙌🏽 They’ll thank you in the future as they watch those funds grow. It’s a smart financial move – and a habit worth starting now. Share the idea with family and friends too! #financialadvice #financialplanning

🛣️ 𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝘃𝗶𝘀𝘂𝗮𝗹𝗶𝘀𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? Retirement isn't just an end—it's a new beginning, one that invites you to rethink how you want to live your next chapter. Whether you’re considering a gradual transition or envisioning a full retirement, have you ever stopped to truly imagine what your life could look like during those years? 🤔 What are your income needs? How might your tax situation change? Have you considered how you might want to pass on your wealth to loved ones, and the conversations that need to take place around that? These are all critical questions that can shape your financial future. Planning for retirement isn’t just about numbers; it’s about crafting a life that aligns with your goals and values. Financial advice can provide the clarity, focus, and strategy needed to navigate this important phase. After all, retirement is a marathon, not a sprint—careful planning today can set you up for a fulfilling tomorrow. 🙌🏽 #financialadvice #financialplanning

What a fantastic evening at the Networking Neighbours event in Rothwell last night! It was a great opportunity for Kate, Ryan and Reagan to connect with like-minded people from our local community 🙌🏽 A huge thank you to Jane Forbes and the Networking Neighbours team for organising such a welcoming and insightful event (and for the delicious cakes – definitely a highlight!)🎂 We’re already looking forward to the next one! #financialplanning #financialadvice #networking

Our new Associate Partner, Reagan Milne DipPFS has just wrapped up a productive few days down south, where he had the chance to observe client meetings and gain valuable insights. In addition to the professional work, he’s been exploring properties in preparation for his upcoming move to West Yorkshire 🙌🏽 We’re excited for him to settle in and dive into the next chapter! #financialplanning #financialadvice