How to invest

Individual investors

You can invest directly with us by completing and returning the T. Bailey Unit Trust Application Form.

For an ISA investment or transfer use the T. Bailey ISA Application Form, or for a Junior ISA use the T. Bailey JISA Application Form. You can also contact our client services team: email clientservices@tbailey.co.uk or telephone 0115 988 8213.

Alternatively, our funds are available on the major investment platforms, although you will incur platform fees.

 Application name Download
T. Bailey Unit Trust Application – Initial Investment Download
T. Bailey Unit Trust Application – Top up form Download
T. Bailey ISA Application – Initial Investment and Transfer Download
T. Bailey ISA Application – Top up form Download
T. Bailey JISA Application – Initial Investment and Transfer Download
T. Bailey JISA Application – Top up form Download

 

Professional advisers

Our Unit Trust ISA investment solutions provide a number of advantages for your clients, including expert asset allocation and fund manager selection, risk management through diversification and tax efficiency because internal fund transactions do not incur a Capital Gains Tax liability.

Please use the application forms below or if you need assistance contact Kevin Payne or Dawn Massingham using the contact details further down this page. Alternatively, our funds are available on the major investment platforms, although you will incur platform fees.

 Application name Download
T. Bailey Unit Trust Application – Initial Investment Download
T. Bailey Unit Trust Application – Top up form Download
T. Bailey ISA Application – Initial Investment and Transfer Download
T. Bailey ISA Application – Top up form Download
T. Bailey JISA Application – Initial Investment and Transfer Download
T. Bailey JISA Application – Top up form Download

 

How can we help you?

If you have any questions then please contact us

Kevin Payne

Relationship Manager

kevin.payne@tbailey.co.uk

0115 988 8233

Dawn Massingham

Investment Team Coordinator

dawn.massingham@tbailey.co.uk

0115 988 8211