As you would expect from one of the UK’s largest firms of independent financial advisers, we help clients of all ages and backgrounds to identify the most appropriate
financial solutions at different stages in their lives.
What you might not expect from a firm the size of Bates is that the service we provide
is tailored to your needs and delivered with the personal approach you would expect
from a much smaller organisation. In short, we haven’t forgotten our roots.
From retirement and tax planning to mortgages, pensions and investments, we have
a range of specialists who can find the right solution for you.
And of course, our
advice extends to corporate and business as well as personal financial guidance.
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.