1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North East
  6. breadcrumb-arrow
  7. Tyne And Wear
  8. breadcrumb-arrow
  9. Newcastle Upon Tyne
  10. breadcrumb-arrow
  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
check
FCA authorised
Last authorised 1st March 2021
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR 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
  • icons
    Face to face

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

Similar advisers near you

Robson Laidler Wealth
Independent Financial Adviser 0.22 mi
We provide comprehensive financial planning to business owners, professionals and retired individuals with capital.
 
See profile
Lowes Financial Management Limited
Independent Financial Adviser 0.28 mi
Multiple award winning Chartered Financial Planners recommended by over 95% of clients, established in 1971. Need advice? Look no further
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.45 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Ellis Bates Financial Advisers
Independent Financial Adviser 0.84 mi
With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.