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
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
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Private Client
Consultancy Services
Adding significant value
- Business strategy
Help with growth and profits - Business systems
Accounting software - Corporate finance
Buying and selling businesses - Forensic accounting
Expert witness & litigation - Insolvency and Recovery
For companies and individuals - Tax consulting
Business and personal advice - Trust and Fiduciary
Offshore fiduciary services
"I have been working with Price Bailey since April 2010. I cannot praise them enough. Their advice and presentation at the outset was clear and easy to understand. (....)Their attention to detail and accuracy has never faltered. Above all, when I needed quick and detailed advice during the recent worries in Europe, (...) the immediate action Price Bailey took to obtain statistics, economist views, risk ratings and detailed reassurance surpassed any level of customer service that I could have expected.
When investing charitable funds it is of paramount importance to minimise risk whilst at the same time generating maximum returns within a low risk profile. Price Bailey has been able to provide me with a complete package to meet our charity’s needs and working with them has been an absolute pleasure.
I would certainly recommend their service to any potential client."
Sarah Carter
Finance Director, NCODP Norfolk coalition of disabled people
Telephone:
- Bishop's Stortford
+44 (0)1279 755888 - Cambridge
+44 (0)1223 565035 - City of London
+44 (0)20 7065 2660 - Ely
+44 (0)1353 662892 - Guernsey
+44 (0)1481 715669 - Mayfair
+44 (0)20 7499 4431 - Norwich
+44 (0)1603 709330


