The cost of excellence

• Why we are different
• A culture you can respect
• Expertise you can count on
• A full range of services
• The cost of excellence
• Put us to the test
• About the Money Portal

If the service we deliver matches the claims we make for it, you might expect that it comes with a premium cost but that is not the case! We are acutely aware that you can choose to seek financial advice from any number of different sources and consequently we have set out to provide a premium service with real value for money. Such is the scale and influence of our organisation; we can often help you to access lower charging structures, which others simply cannot match.

However, as you will appreciate, whilst cost is an important factor, it is the end result that matters and our objective is quite simply to exceed your expectations.

Bates is unique among financial advice businesses in that it is moving to align the incentives for advisers with your financial well being.

Their rewards are increasingly driven by:

• the quality of advice given - we have a rigorous process in place to check that our high standards of advice are maintained by all our advisers.
• the length of our relationship as your adviser, and
• the growth of your investments

Since our advisers benefit from your financial success you can be assurred that we are genuinely "on your side"