A Partner Practice of St. James's Place Wealth Management

Liam Baillie Wealth Management

Liam Baillie

BA Dip PFS
My philosophy focuses on developing and maintaining a long-term trusted relationship with clients whilst demonstrating integrity and professionalism. I believe I can provide my clients with a bespoke personal, understanding and friendly service that is rarely seen in today's financial marketplace.

About

I began my career in Financial Services with CGU in 1998 and have gained extensive experience as an adviser working with Aviva where I was awarded one of the highest recognition's in 2005 being named “The Best of The Best” for being the top all-rounder for client relationships and adding value. In 2006 I was approached to join the Wealth Management arm of the Bank of Scotland where I helped private banking clients effectively organise their financial affairs. During my 15 years in the industry I have gained expertise in many areas of financial planning.

I firmly believe in building strong long term relationships with my clients and conducting regular reviews to take account of their changing circumstances. I am currently working towards the Chartered Financial Planner status one of the most prestigious accolades in the industry.

Expert effective holistic financial wealth management advice can make the difference between a prosperous future and the disappointment of unrealised potential. Put another way, I am able to help clients change” life uncertainty” into “life control”.

At Liam Baillie Wealth Management we take a simple approach to strategic planning; making the big decisions easy for clients. Big decisions are only difficult because of perceived complexity. We eliminate this complexity, providing you with clarity and the decision making becomes easy.

I help my clients make smart decisions about their money, having provided strategic advice and guidance to clients since 1998. I help create really effective holistic financial strategies through wealth management techniques that empower my clients to create and enjoy better futures.

However, effective financial strategy planning is meaningless unless you understand your own ambitions. So we passionately believe that everyone should know the amount of accumulated wealth required for them to be financially independent and enjoying their desired lifestyle.

My experience has demonstrated that there are a number of common mistakes that most people make when it comes to financial planning. If any of them apply to you, it’s probably worth talking to me:

You’re too busy to give your affairs the attention they deserve

You don’t have the specialist knowledge to create a really effective financial plan

You frequently use everyday approaches and financial products designed for the mass market

You pay too much tax, or anticipate that you will do in the future

You don’t have a written strategy or plan

You have allowed poor experiences with other professional advisers to influence your views on alternative sources of advice
Liam Baillie

Melville House, 18-22 Melville Street, Edinburgh, Scotland, EH3 7NS

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Liam Baillie
Liam Baillie Wealth Management