Home > Private Client

Private Client

"A brand new approach to managing wealth"

We have been providing financial planning advice for over 10 years but firmly believe we can exceed your expectations with a brand new approach to managing wealth. This exciting new approach is extremely simple to use, so we gave it a simple name: Price Bailey Private Client.

Our strategy is to bring together your dreams with our unrivalled knowledge, to give you as much control as you want over your finances.

Comprehensive financial planning, tax advice and wealth management is all provided by one key adviser who can co-ordinate everything for you under one roof. This one-stop shop approach is a truly bespoke service, from one of leading regional firms of independent chartered accountants.

For more information, see our Private Client Brochure.


Financial Services Newsletter


Price Bailey Private Client's Financial Services Newsletter is designed to help you make the most of your savings and investments.
When investment returns are low, it is more important than ever to ensure that full advantage is taken of the opportunities which exist to minimise tax. See below for recent issues:


 

  • Pension limits are back. This year is an opportunity to make a significant difference to your retirement provision. more
  • Here is Price Bailey’s official, off-the-cuff commentary about the tax bits of the first coalition budget. more
  • We are moving into uncertain times as far as financial planning is concerned. How things will pan out over the next few years is, to say the least, a little unclear. more

>> Read More


Compliance




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

Read more >>

Support



Looking out for you,
Safeguarding your interests
 

Read more >>

Planning


Enhance your portfolio in
uncertain times.

Read more >>

The Team
James King

James King

Partner, Head of Private Client

Tel:
+44 (0)1279 755888
Mobile:
+44 (0)7775 911036
Email:
jamesk@pricebailey.co.uk