The team at Bates Independent Limited has many years’ experience in providing practical financial planning advice to individuals, families, and businesses. We are Independent Financial Advisers based in Lightwater, serving the surrounding villages of Surrey, including Windlesham, Chobham, Bagshot, West End, Camberley, Bisley and Woking.
We provide advice across a wide range of products including mortgages, protection, investments, and pensions. Our services also include financial planning, wealth management and estate & taxation planning.
We are a family business committed to putting our clients at the heart of everything we do and building long-term relationships with our clients built on trust.
This is achieved by ensuring that we understand the needs of our clients, and implementing financial plans tailored to their specific goals.
At Bates Independent Limited, we pride ourselves on our client centric approach, and by being an integral part of the local community.
Gary Bates
Independent Financial Adviser
I have worked in the Financial Services industry for more than 30 years. My career started with Prudential and then Aviva before forming my own firm ‘Bates Independent’ in 2005. Over the years I have gathered a wealth of experience which I share with my clients. During the past 15 years Bates Independent has grown […]
Lewis Bates
Independent Financial Adviser
I was educated in Surrey at Hall Grove school and then Gordons School where I completed my A-Levels. I went on to study Finance & Business at Bournemouth University where I graduated in 2014 with a 2.1 BA Hons in Finance & Business. Following 3 months of travelling the far east, I joined Europe’s largest […]
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