
Bates Investment Services are a national network of IFA's and mortgage professionals. Part of The Money Portal Network, we have approx 2000 advisers in the UK. Offering advice only once the whole of the market has been searched for your requirements, to ensure you are receiving the most competitive and suitable deal available. Advice is available for: Mortgages, Pensions, Savings & Investments, Life & Income Insurances, IHT Planning, Tax Planning, Corporate Financial planning, Group Pension schemes, key worker policies & Cross Option Agreements.

I have gained over five years experience of giving advice on Mortgages & Protection Insurances, (both first and second charge mortgages - residential and BTL). In addition, I also provide a holistic and Independent Financial Advisory Service, as I also give advice upon Savings & Investments along with Pension Advice to both personal individuals and corporate clients. I am currently studying for my Diploma in Financial Planning, and aiming to be Chartered within the next five years - this to ensure my clients will continue to recieve the best advice possible - as well as the best deals available, as I only make my recommendations once searching the whole of the market for my clients requirements. I am a very bright, bubbly and highly motivated individual who always goes that extra mile for a client. I am also a firm believer in creating a trusting and ongoing relationship with my clients through ongoing servicing and reviews whenever they are required - annually is a minimum .