Here to help you
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.
We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Testimonials
“We have both had Gary as our financial advisor for over 12 years and during that time we have seen our funds grow even though the stock market has experienced many fluctuations. Gary does a thorough analysis of our approach to financial risk and advises us accordingly. He always makes himself available should we need to consult with him and over the years we really feel we can trust Gary with our finances, so much so that we have recommended friends and family to him.”
Gill and Brian R.
“Extremely pleased with the service I received. I was quite worried about getting a mortgage due to me being self-employed, but Mr. Bates has been extremely helpful. He has explained the process, advised on best options and managed to relieve my anxiety by keeping us informed at all times. Very prompt in returning calls or emails and professional throughout. Excellent service and would highly recommend.”
Elena M.
“I had a very positive experience dealing with Bates Independent Limited, I found them very supportive & professional. I will definitely be recommending them to my friends and family!”
Lucy R.
Want to know more?
To find out more or to arrange a meeting with us, please call Gary on 07890 173421, or email Gary@BatesIndependent.co.uk
To speak to Lewis, call 07887 840465 or email Lewis@BatesIndependent.co.uk