Knowledge is the key to making the right financial choices. And if you are looking for one reason above all others to choose Bates as your independent financial adviser,
we believe that the quality of our in-house research helps to set us apart.
Quite rightly, you might expect that all financial advisers would do their homework
to assess the different options available to their clients. However, few have the
resource and in-house expertise, which we have available for the benefit of our
clients. In fact, Bates was founded on the principle that in-depth analysis and
monitoring of different financial products was of fundamental importance. Today,
we are highly regarded within the financial services sector for our diligent approach
to research and fund managers can expect to be well and truly put through their
paces before we will consider recommending their funds to our clients.
We don’t necessarily follow the latest ‘trends’ preferring instead to back experience
and common sense! We do use the latest in market tracking systems and information
technology but it is the people who work in our research team who make sense of
it all and who take a personal pride in getting it right for you.
It is our responsibility to make sure that you have the right financial products
to help achieve your goals – a responsibility that we don’t take lightly.
Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal Limited.
Registered Office 1 Threadneedle St, London EC2R 8JX. Registered in England and Wales No. 3434648.
Bates Investment Services Limited is entered on the FSA register (www.fsa.gov.uk) under reference number 154229.
The information and content of this site is intended for UK consumers and is subject
to the UK regulatory regime.