At Bates Independent Limited, we pride ourselves on building trustworthy and long-lasting relationships with our clients. This takes time but by working collaboratively with you and your family, overtime we like to become an extension to your finances.
The services we provide help you, our client(s), with professional wealth management advice. Planning, recommending, implementing and reviewing your Wealth on a regular basis, helps us protect you and your family against the financial threats of inflation, taxation and investment risk.
All clients at Bates Independent Limited are unique and have varying levels of wealth and financial experience. We therefore devise different strategies and plans to align with your personal and financial goals. We will help you to identify known risks (i.e. tax) and also unidentified risks to ensure your financial plans are robust, offering you greater peace of mind.