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Bates Investment Services Ltd

Address: 4th Floor, Quayside Tower, Broad St, Birmingham B1 2HF
Telephone: 08450 138998
Mobile: (07976) 510972
Fax: 0870 891 2829
E-mail: grantevansifa@aol.com
Visit our Web Site: www.birminghamifa.co.uk

Contact: Grant Evans MLIA(dip)

General Information

Bates Investment Services Ltd is one of the UK's leading independent financial advisers. We are not tied to any financial institution, which means we provide impartial advice.

Bates has provided many thousands of people from all walks of life with advice and guidance on a range of investment solutions, with particular emphasis on lump-sum investments and retirement planning as well as complex pension issues and inheritance tax. Our reputation is underlined both by the growing number and loyalty of our clients and by the respect in which Bates is held by the national financial media.

Offering a professional financial planning service, we combine the vitality of a young dynamic company with traditional ethics, total customer focus and substantial experience in the financial services industry. Bates Investment Services Ltd's Birmingham office, fielding over 30 qualified advisers, services clients throughout the West Midlands and surrounding areas. With specialists in all financial areas, you can depend on receiving the best possible independent advice, tailored to your individual needs.

Our Specialist Areas

Below is a table of the main topics on which advice is given. However, this does not cover all areas

Personal Lines Corporate and Business Plans
Lump Sum Investments
Regular Savings Plans
Retirement Planning
Income Protection
Critical Illness
Life Cover
Long Term Care
Mortgages and Re-Mortgages
Inheritance Tax Planning
Private Medical Insurance
Executive Pensions
Stakeholder Pensions
Group Personal Pensions
Group Income Protection
Group Life Cover
Group Critical Illness
Keyman Protection
Partnership Protection
Share Protection
Employee Benefits

What to do next?

For a full review of your financial circumstances, please email or telephone Grant Evans at Bates Investment Services Ltd using the above contact details. All initial discussions are free and with no obligation.

- Bates Investment Services Ltd is authorised and regulated by the Financial Services Authority.


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