Private Client

Defending your financial assets for the future

Stop. Think. Am I going in the right direction?

Everyone asks the same question from time to time. And when it comes to making your money work for you, finding the right answer is often confusing. At Price Bailey, we don't think it has to be that way.

We have been providing tax and financial planning advice for over 70 years, and firmly believe we can exceed your expectations with a brand new approach to managing wealth. This exciting new approach is extremely simple, so we gave it a simple name: Price Bailey Private Client. 

Our strategy is to bring together your financial aspirations, concerns and responsibilities and give you as much support as you require.

Our Private Client Service Proposition consists of comprehensive financial planning, tax advice and wealth management, all provided by one key adviser who can co-ordinate everything for you under one roof. We believe that our one-stop shop approach is a truly bespoke service, from one of leading regional firms of independent chartered accountants and wealth managers.

For more information, see our Private Client Brochure

Daily Financial News

Average house price hits record high of £250,000 20/05/2013

National house prices have hit a record high and a typical home in London is now worth over £500,000.

Private Client News

  • Price Bailey continues to develop its financial planning business - As part of a strategic development of our financial services business, we have recently completed an arrangement which sees part of our business transfer to Bellpenny more
  • New Disclosure Facility for those with Bank Accounts in the Channel Islands and the Isle of Man - Amongst the announcements made by Chancellor George Osborne on Budget Day were measures to bear down on offshore tax evasion. more
  • Price Bailey is a member of the Aurora Group - During the credit crisis a group of boutique wealth managers came together. more
  • Private Client Award Winning Success - Price Bailey Private Client team wins Leading Business Adviser at Aberdeen UK Platform Awards 2012 more
  • Price Bailey jump four places in Accountancy Age Top 50 rankings - Price Bailey saw their ranking in Accountancy Age’s Top 50 league table jump from 34 in 2011 to 30 in 2012. more

Compliance

The confidence of knowing that your records are in good hands.

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Support

Looking out for you, safeguarding your interests.

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Planning

Enhance your portfolio in uncertain times.

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The team

James King

James King DipPFS

Head of Private Client, Partner

jamesk@pricebailey.co.uk

Tel: +44 (0)1279 712769

Mobile: +44 (0)7775 911036

Teams: Partners , Private Client team

Locations: Bishop's Stortford, City of London,

Matt Coward

Matt Coward CTA, TEP, ATT

Tax Partner

matt.coward@pricebailey.co.uk

Tel: +44 (0)20 7499 4431

Mobile: +44 (0)7771 561628

Teams: International, Partners, Tax consulting , Private Client team, Technology & Digital Media sector

Location: Mayfair