Bailey Richards Wealth Mgt Ltd

Independent Financial Adviser  Bailey Richard Wealth Management Ltd, Newcastle upon tyne, Tyne and wear, NE2 4DP
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Simon Richards
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

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.

Where to find us
Head office address: Bailey Richard Wealth Management Ltd, 9 Riverside Studios, Amethyst Road, Newcastle Business Park, Tyne and Wear, Newcastle Upon Tyne, NE4 7YL
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
Response rating
9.0/10
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FCA authorised
Last authorised 14th September 2020

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