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Independent Financial Advisor in West Byfleet

Bates

Address: Rosemount House, Rosemount Avenue,
West Byfleet, Surrey KT14 6LB
Telephone: 0845 013 8660 (direct line: office)
Mobile: 07970 915020 or 07721 322522
Fax: 08700 338127
E-mail: graham.day@batesadvice.com
Contacts: Graham Day and John Barton, Independent Financial Advisors in West Byfleet

Who is Bates?

Bates is one of the largest firms of independent financial advisers in the UK and is the principle operating company of Millfield Group PLC. We are committed to providing a friendly and professional service built on long-term relationships with our clients. Our goal is to create security and wealth for you.

Areas of financial planning advice

Personal clients

Complete Private Client financial planning service centered on your personal goals and objectives. Whatever your requirements, our teams of specialists within the group can provide or source suitable solutions. Including specialist advice on care-fee planning for those in a nursing home or looking to the future and wishing for peace of mind.

Business clients

A comprehensive corporate financial planning service geared around your business goals and objectives. Including stakeholder, business assurances, employee benefits and specialist pension advice for business owners. Also, the Millfield Business Solutions service aims to help maximize the value of your business, enhancing net profit and creating tax-efficient exit strategies.

What makes us different?

Unlike some IFA firms, we do not advise from a limited panel of providers. Before making any recommendations to you we evaluate every relevant product and service from every major insurer, product provider, investment company, lending institution and bank, utilising some of the latest research technology. This ensures you receive independent financial advice.

Recognition by the financial services industry for our commitment to the education of and professional development of our advisers evidenced by a number of awards. You are safe in our hands.

Where possible, we will work with your other professional advisers and operate either on a fee or commission basis, to suit you.

Your Surrey and surrounding area contacts are:

Graham Day

Graham's clients say "(Graham) is extremely professional. He took time to fully understand what we wanted to achieve. Then, with his guidance, we put in place some suitable solutions He put us in the position of making an informed decision."

Graham has 19 years experience in financial services helping both business owners and private clients.

He is qualified to advanced AFPC level in Taxation and Trusts.

John Barton

John�s clients say " �(John) always looks at the whole picture when making recommendations, which he presents in a straight forward, easy to understand manner."

John takes a holistic approach to financial planning and is a specialist in providing the most appropriate solution for the provision of mortgages, life and health protection, estate planning and long term care.

Contact us now on
Telephone: 0845 013 8660 (direct line: office)
Mobile: 07970 915020 or 07721 322522
Email: graham.day@batesadvice.com

Millfield Partnership Limited is authorised and regulated by the Financial Services Authority.

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