Bailey Richards Wealth Mgt Ltd

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

First meeting at adviser's own cost

Response rating

10/10

10th June 2019

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

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Make an enquiry Request a call back Recommend to a friend

Meet our advisers

Simon Richards

Director

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

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

AF7 - Pensions transfers (CII)

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

R03 - Personal Taxation (CII)

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.

R04 - Pensions and Retirement Planning (CII)

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

R05 - Financial Protection (CII)

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

R02 - Investment Principles (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

R06 - Financial Planning Practice (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Where to find us

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

Make an enquiry

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.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

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Contact options

Make an enquiry Request
a call back Recommend to a friend

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