Guides

 

Bates is one of the UK's leading independent financial advisers and we have expertise across a full range of solutions for what can be complex financial problems.

We have created a range of informative, jargon-free guides on some of the key financial products and issues.

Our latest guides are detailed below. These are available free of charge.

So, why not request your free copy of the guide or guides you are interested in by clicking here.

Alternatively, make your request by calling us for free on 0800 0131 131.

General Guides:

Our Special Focus Guides

Retirement Planning Guides:

On 6th April 2006 the Pensions Bill and the Government's new pensions regime came into effect. The result of the new legislation means that it is highly reccomended that you seek professional advice before making any decision relating to your pension.

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Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal Limited.
Registered Office 1 Threadneedle St, London EC2R 8JX. Registered in England and Wales No. 3434648.
Bates Investment Services Limited is entered on the FSA register (www.fsa.gov.uk) under reference number 154229.
The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime.