Why we are different

• Why we are different
• A culture you can respect
• Expertise you can count on
• A full range of services
• The cost of excellence
• Put us to the test
• About the Money Portal

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 Limited, 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.