BaileyWood Financial Planning was founded by James and Paul after more than a decade of successfully running separate financial planning firms while working closely together. Over that time, they saw the clear benefits clients gain from a larger team with broader expertise and complementary skill sets. Formalising their partnership was a natural next step.

At the heart of BaileyWood is support—both professional and personal. Just as we are committed to supporting our clients, the encouragement of our wives has been vital throughout the journey. The name BaileyWood recognises that support, bringing together Emma Bailey (Paul’s wife) and Anna Wood (James’s wife).

Based in Buckinghamshire and London, we provide client-centred financial planning for motivated business owners and individuals who want to take control of their financial lives, now and in the future.

Our approach is relaxed, approachable, and always clear. We offer straightforward, jargon-free advice designed to give you confidence and clarity, helping you make informed financial decisions at every stage of life.

We believe the best outcomes come from openness, honesty, and commitment to the planning process. By working closely with you to build a tailored financial plan, we help you and your family achieve your goals - this is where our clients see the greatest value, and where we find the most satisfaction.