Personal Financial
Review

The Service

Bates is one of the UK’s leading independent financial advisers. We are not tied to any financial institution, which means we provide totally impartial, independent advice. We are free to select the best products and solutions appropriate for you from the whole market.

Our financial advisers are highly trained professional people. There are briefed on any technical or legislative changes and have access to continuously updated market knowledge and our dedicated specialist research team.

In order to deliver advice to you we will carry out a Personal Financial Review, which enables us to understand you and your finances and recommend appropriate solutions. Our goal is to give you understanding, security and peace of mind.

Click here to arrange a financial review.

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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.