Response rating
10/10
FCA verified
25th September 2017

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
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Simon Richards
Director
adviser-person
John Wilson
Pension Adviser
adviser-person
Barry Hunt
Chartered Financial Planner
Accreditations
Chartered Financial Planner
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
M Cuskin, NorthEast
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.
C Shrubb, NorthEast
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    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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