Need Advice?

Whilst we recognise that most of you are happy to use the information we provide to make your own investment decisions, we do appreciate that there are those of you who have perhaps more complex financial requirements or simply would prefer to seek individual expert advice. We are now able to extend our more specialist services to you.

The Money Portal group has one of the leading investment advisers in the country. Bates has provided many thousands of people with advice and guidance on a range of investment issues, with particular emphasis on lump-sum investments, retirement planning including complex pension matters and inheritance tax.

Bates has advisers throughout the country who can offer you specific advice based on your own circumstances. You may also wish to attend one of their Seminars held across the country, where you can meet some of the Bates advisers who will aim to de-mystify what you feel may be very complex issues.

Bates Investment Services Limited is authorised and regulated by the Financial Services Authority.