Defending your financial assets for the future.
Our strategy is to bring together your financial aspirations, concerns and responsibilities and give you as much help as is needed.
The Price Bailey Private Client service involves:
We believe that our one-stop shop approach is a truly bespoke service from one of the leading firms of independent chartered accountants and wealth managers.
So, one of the first things we’ll do is to get to know you. We’ll discuss your objectives, in the short and long term. We’ll find out where you are now, and where you want to be. And, together, we’ll start mapping your future.
You’ll have review meetings to help you maintain your desired lifestyle, and you’ll be able to discuss things whenever you like, on the telephone, or by e-mail.
There are a lot of steps involved in Pensions Staging and Price Bailey (Karen Wyndham-Webb) has helped us every step of the way. It is reassuring to know that with their expert help we are on the right track ! I wouldn't wanted to have done this without them.
Lynn Kowalski - Financial Director