Call Us 0191 716 0009

We’re retirement advisers, focused on helping you explore all your financial options so that you can maintain your desired lifestyle once you stop work. We advise people all over the UK who are ready or nearly ready to retire, and believe in providing practical financial action plans geared towards this.   

When you think that you could find yourself living another thirty years or so once you’ve retired, you need to be confident that you’ve selected the right course of action. Our role is to help you do just that.

You may be:

  • Approaching retirement and want to know what your options are
  • Thinking about taking early retirement but are not sure if you can afford to
  • Wondering whether to transfer out of a final salary pension scheme 
  • Wanting to set up a new business as a change in direction   
  • Exploring how to take your income in the most tax effective way

Whatever your position, we are all highly qualified with years of experience in the pensions industry, so let us help you make the right decision at this important time of life.

What questions should you be asking as you approach retirement?

Download our guide here...

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2018 Investment Life & Pensions Moneyfacts Awards

We are delighted to announce that Bailey Richards Wealth Management is a finalist in the 2018 Investment Life & Pensions Moneyfacts Awards. We have been shortlisted in the “Retirement Adviser of the Year” category.

VouchedFor Asked: 'How did your advisor help you?'

November 2018

"Simon took on board my situation and delivered exactly what I expected."

November 2018

"Initially Simon RIchards provided me with easily comprehensible information on my options for investment while making it clear that the choices were mine. He also explained the costs of the service which I feel are very fair and for me totally of value. With great patience he sorted out the chaos that was my starting point with him. The ongoing support and information provision has been excellent."

November 2018

"Gave me advice, helped me understand in plain English , was very helpful, very professional and calm."

* Please be aware that by clicking the above button you are now leaving a regulated site. Bailey Richards Wealth Management are not responsible for the content on VouchedFor.

Get in touch

Bailey Richards Wealth Management Ltd
9 Riverside Studios, Amethyst Road, Newcastle, NE4 7YL

Telephone: 0191 716 0009
Fax: 0191 716 0034
Email: office@baileyrichards.co.uk

Regulatory Statement

Bailey Richards Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registration number 583487. Click here to review our registration.

Registered in England & Wales, Registered No: 08058075, registered address:
Suite 4, Earlshouse, Earlsway, Team Valley, Gateshead, Tyne and Wear, NE11 0RY
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

 

* Please be aware that by clicking the above button you are now leaving a regulated site. Bailey Richards Wealth Management are not responsible for the content on VouchedFor.