0845 013 5300
Seminars
Why attend?
It is increasingly difficult to keep on top of the complex and often changing financial
and tax issues facing individuals today.
Our seminars have been put together by our team of experts, specifically to address
some of the key issues where people need help. We have designed the presentations
in clear, jargon-free language.
Should you attend?
- Yes, if your estate is valued above £312,000
- Yes, if you are thinking of investing a lump sum for a secure future
- Yes, if you feel you have poorly performing funds or existing investments and you
want to ensure your portfolio will provide for your future security
- Yes, if you want to plan for potential future nursing care needs
- Yes if are considering releasing some of your wealth tied up in your home
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!
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.