Charles Alexander - Bates Investment Services plc


Devonshire house, Stanmore, HA7

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Life Assurance, Pensions, Residential Mortgage, Financial Planning - Personal, Commercial Finance
Qualifications: Personal Financial Planning, Mortgage Advice Qualification
Years as a regulated adviser: 14
Remuneration method: Either
FSA Registration Number: 154229 (Check this)


Began my career as a Financial Adviser in 1994 with Laurentian Life.

Since then I have obtained the Financial Planning Certificate and Mortgage Advice qualification from the Chartered Insurance Institute. I am now working towards being a Certified Financial Adviser with the CII.

I have been an IFA since 2003 and I am a Sole Trader working within Bates Investment Services, an IFA network.

I cover all aspects of financial planning from straightforward life cover to pensions, investments as well as mortgages and commercial loans.
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