What our clients say
Simon visited my wife and I and after listening to our concerns and answering our questions, produced a comprehensive pension plan projected into the future combining our existing pensions held by various providers to give us a monthly income. He also advised us on the types of investment that would most suit our needs. It has done well so far and hope it continues. very effective efficient and well communicated
Simon provided excellent, impartial advise with regard to my options in the medium and long term. He took into consideration what myself and my husband were expecting from retirement, our overall circumstances and attitude to risk. The outcome was very positive and exceeded the outcome I was expecting. Simon made me aware of options I had previously been unaware of and which were to my advantage.
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.
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.