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Let’s Start with this sweeping statement.

Why use our Signature Investment Service? No one would consciously invest in a poor performing fund. However, there are millions of pounds of people’s money sitting in poor performing funds all over the world. Why?

At one time, they were probably good performers, but when the performance fell away no one did anything about the money in the fund.

  • Do you know how your funds are performing?
  • How often are your funds checked?
  • When did your adviser last suggest a change?

Many people start an investment or pension contract by choosing good performing funds to invest in. However, over time these funds can underperform and drag down the return on your investment. This is when disappointment sets in and sometimes people cash in their investments at the wrong time.

Of the top 50 performing funds in December 2011, only two had retained their position in the top 50 by December 2016. *

*source Financial Express 5 years Dec 2016

Our Service

Our Signature Investment Service is an active management system for your investment or pension portfolios. It offers a bespoke approach, using personal risk profiling and asset allocation tools to choose the best investment options for you at outset.

We monitor your portfolios on a monthly basis, tracking your funds and sending you a short monthly email to make recommended changes when necessary.

You can view your portfolios online 24/7, giving you the advantage of seeing your current values anytime not just when your annual statement arrives.

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.