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  11. Bailey Richards Wealth Mgt Ltd

Bailey Richards Wealth Mgt Ltd

Independent Financial Adviser  Bailey Richard Wealth Management Ltd, Tyne and Wear, Newcastle Upon Tyne, NE4 7YL
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FCA authorised
Last authorised 16th November 2020
Specialist pension advisers. We deal with people who are looking to retire and want comprehensive advice on all their options.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Simon Richards
Director
About us

Bailey Richards Wealth Management specialise in building low risk pension & investment portfolios for people who are risk averse. Most of our clients want us to protect their wealth with a cautious approach to investment.

Our services

We make sure you have the relevant information available to make informed decisions about your financial issues. We provide advice, implementation & monitoring services for most aspects of pensions & investments.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Bailey Richard Wealth Management Ltd, 9 Riverside Studios, Amethyst Road, Newcastle Business Park, Tyne and Wear, Newcastle Upon Tyne, NE4 7YL

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