Business Details
27 Years
experience
Your Trusted Financial Advisers in Nottingham
Established in 1999, T. Bailey is a family-run UK asset management firm with over two decades of experience delivering investment solutions for professional advisers and their clients. Our family office heritage ensures our interests remain aligned with investors, prioritising consistent returns over asset gathering. We offer a range of multi-asset and equity funds designed to outperform inflation and sector benchmarks through disciplined, unconstrained strategies. Our investment approach combines rigorous risk management with a focus on real-term growth, supported by a structure that minimises administrative complexity for advisers.With Cyber Essentials Plus certification and membership of the Investment Association, we maintain robust operational standards while remaining privately owned and independent. Our team of seasoned professionals, many of whom are personally invested alongside clients, brings a shared commitment to long-term value creation. Through regular saver schemes and ISA eligibility, we provide accessible entry points for diverse investor needs while maintaining a clear focus on client outcomes rather than industry trends.
Services
Multi-Asset Dynamic Fund
Multi-Asset Growth Fund
Global Thematic Equity Fund
UK Responsibly Invested Equity Fund
ISA Investment Solutions
Regular Savings Plans
Details
- Year established: 1999
Highlights and features
- We've delivered consistent investment returns since 1999 with a family office approach
- Our interests are directly aligned with investors through staff co-investment
- We offer four specialist funds targeting inflation-beating returns across asset classes
- Our structure eliminates capital gains tax drag through Authorised Unit Trust vehicles
- We maintain direct transparency with investors through single-holding fund structures
Associations and certifications
- Cyber Essentials Plus
- Investment Association
What people say
Consistently delivered the investment outcomes demanded by my clients
Services
Multi-Asset Dynamic Fund
This diversified fund combines equities, bonds, commodities and property to target 3% annual returns above UK inflation. It offers ISA eligibility and regular saver options from 50/month while maintaining liquidity through daily redemptions. The Authorised Unit Trust structure avoids internal capital gains tax, benefiting long-term investors seeking inflation protection.
Global Thematic Equity Fund
Focusing on long-term global growth themes, this equity fund selects high-conviction managers to outperform sector averages. Designed for medium to long-term investors, it provides diversified exposure to international markets while maintaining ESG considerations through United Nations sustainability principles.
UK Responsibly Invested Equity Fund
This fund selects UK-listed companies meeting strict ESG criteria across community impact, governance and environmental practices. While not carrying a formal sustainability label, it integrates UN Sustainable Development Goals into its investment process to deliver competitive returns from responsibly managed businesses.
Multi-Asset Growth Fund
Targeting 4% annual returns above inflation, this multi-asset solution offers enhanced growth potential through diversified global investments. The fund combines traditional assets with alternative investments, maintaining tax efficiency through its Authorised Unit Trust structure while supporting regular savings plans.
Professional Adviser Services
We support financial advisers with investment solutions, client reporting and administrative efficiency. Our services include fund factsheets, pricing information, dedicated relationship managers and platform integration options to simplify client portfolio management while maintaining transparency about investment strategies.
People
Kevin Payne
Relationship Manager
Manages adviser relationships with over 15 years' experience in UK asset management, focusing on building long-term partnerships with financial professionals.
Laura Emery
Operations Coordinator
Coordinates investment operations with a background in financial services compliance, ensuring smooth implementation of client investment strategies.
Dawn Massingham
Investment Team Coordinator
Leads investment team coordination, maintaining the firm's focus on delivering consistent returns aligned with client objectives.
Questions
What investment approach does T. Bailey use?
We combine family office principles with professional asset management, focusing on real-term returns through diversified multi-asset and equity strategies.
How can advisers invest with T. Bailey?
Advisers can invest clients directly through our platform or via established investment platforms, with support from dedicated relationship managers.
Are your funds eligible for tax wrappers?
All our funds are ISA-eligible and structured as Authorised Unit Trusts to avoid internal capital gains tax.
What sustainability considerations exist?
Our UK Responsibly Invested Equity Fund applies strict ESG screening aligned with UN sustainability goals, though we don't carry formal sustainability labels.
How does T. Bailey ensure alignment with investors?
Our family-run structure and staff co-investment ensure our interests remain directly aligned with those of our clients.
