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Investment Management

Which Investment Contract to Use - There are many options to investing for the future, some are for Income, some for growth or a combination. Using Tax efficient Contracts has to be a key decision to gain the most from your investments. Main Contracts to consider are –

  • ISAs (Stock & Shares or cash)
  • General Investment Account (Unit trust & OEICS)
  • Onshore bonds
  • Offshore bonds
  • Pension Contracts
  • Structured Products
  • Single company shares
  • Venture Capital trusts
  • Enterprise initiative schemes

Using a combination of these is an acceptable way to invest wisely for your future. Once you have decided on the contracts the next stage is to decide on the investments to go into them.

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Turning a vision into reality

We understand that no two people are alike and that each of us will have a unique set of objectives. As professional advisers, our starting point is therefore always to take the time to truly understand your goals and aspirations and to turn your vision into a reality that creates sustainable solutions for your aspirations.

You may have accumulated wealth after many years in a successful career, from the sale of a business or through receiving a substantial inheritance. Whatever the origins of your wealth, it now provides for even greater growth opportunities.

You may have specific goals that reflect your risk tolerance, time horizon or asset class preferences. Whatever your needs, we can help you develop an investment strategy that works for you. When it comes to building an investment portfolio, you should always consider a well-diversified portfolio.

We are retirement specialists - Call us on 0191 716 0009

Get in touch

Bailey Richards Wealth Management Ltd
9 Riverside Studios, Amethyst Road, Newcastle, NE4 7YL
Telephone: 0191 716 0009
Fax: 0191 716 0034

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

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