Seminars

Investments

Our latest informative, jargon-free seminar will address key issues in investment, which will be valuable if you are about to invest a lump sum or deal with an inheritance, or if you have an existing portfolio.

With lump sums, choosing the right investment is not an easy decision and your future financial security of you and your dependents may depend on decisions you make now. If you have an existing portfolio you may well have poorly performing funds or have changes may need to be made to suit your changed circumstances.

Our seminar will set out the options available, and address what strategies you can put in place to give you peace of mind about your investments.

 

Attend a Seminar

We run a regular programme of seminars in locations across the UK. Usually in a convenient central location, often using hotel conference facilities.

There is no charge for attending, and each session lasts for approximately one and a half hours. Please do bring your spouse, partner or another guest – just let us know the number of places you require.

To attend one of our seminars in your local area simply click here to book your place. Alternatively call us on 0845 0135 600

We look forward to seeing you!

HyperLink HyperLink
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.