Description
At Bates, we are not here simply to sell you financial products and services. Our
aim is to help you to benefit from our in-depth knowledge and expertise leading
to superior financial decisions, which, in turn, can help you to achieve financial
peace of mind. For well over a decade, Bates has been recognised as one of the UK’s leading independent
financial advisers. Today, we are also one of the largest and part of the Money
Portal Plc, a financial services group that was itself founded to challenge the
market. We operate from 18 different locations with over 300 financial advisers looking
after the needs of our clients nationwide. We are passionate about our business and we constantly strive to be the superior
choice for those seeking advice and guidance on personal financial matters. Our commitment is to get to know you because it is only by understanding your real
financial objectives that we can set about helping you to achieve them. We don’t
accept the ‘norm’ as a way of doing things and we think you will appreciate the
high standards, which we set for everyone at Bates who is responsible for looking
after your financial well-being.
Knowledge is the key to making the right financial
choices. And if you are looking for one reason above all others to
choose Bates as your independent financial adviser, we believe that the
quality of our in-house research helps to set us apart. Quite rightly, you might expect that all financial advisers would do their homework
to assess the different options available to their clients. However, few have the
resource and in-house expertise, which we have available for the benefit of our
clients. In fact, Bates was founded on the principle that in-depth analysis and
monitoring of different financial products was of fundamental importance. Today,
we are highly regarded within the financial services sector for our diligent approach
to research and fund managers can expect to be well and truly put through their
paces before we will consider recommending their funds to our clients. We don’t necessarily follow the latest ‘trends’ preferring instead to back experience
and common sense! We do use the latest in market tracking systems and information
technology but it is the people who work in our research team who make sense of
it all and who take a personal pride in getting it right for you. It is our responsibility to make sure that you have the right financial products
to help achieve your goals – a responsibility that we don’t take lightly.
As you would expect from one of the UK’s largest
firms of independent financial advisers, we help clients of all ages
and backgrounds to identify the most appropriate financial solutions at
different stages in their lives. What you might not expect from a firm the size of Bates is that the service we provide
is tailored to your needs and delivered with the personal approach you would expect
from a much smaller organisation. In short, we haven’t forgotten our roots. From retirement and tax planning to mortgages, pensions and investments, we have
a range of specialists who can find the right solution for you.
And of course, our
advice extends to corporate and business as well as personal financial guidance.
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