Our Services

We help clients of all ages and backgrounds to identify the most appropriate financial solutions at different stages in their lives.

At Bates we recognize that what people want and need, and their financial priorities, can vary enormously. For example, at different times in life your financial focus may be building up savings for the future, or focusing on the family, or planning for retirement.

We also understand that there are key events that may cause you to re-assess your financial priorities and requirements. Some can be planned for like marriage, buying a home, having children and retirement. Some may be unexpected and stressful like redundancy or bereavement.

Our expert financial advisers take the time to get to know your particular situation and are familiar with the common issues that relate to different situations and events. Their expertise and experience can help you understand and implement the best financial solutions for you, delivered with a personal approach.

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 corporates and businesses as well as personal financial guidance.