Independent Financial Advisors (IFA) in Surbiton



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KT - Kingston

Mantle & Partners

Millfield Partnership
Limited

Bates Investment Services
Limited (Surbiton)

Robert Douglas
Associates

HFM Columbus
Partners LLP

Knight James Ltd

Tower Hill
Associates Ltd

Bates Investment Services Limited
Your Financial Guide

Address: Grove Rd, Surbiton, Surrey, KT6 4BX
Telephone: 0845 013 6680
Mobile: (07968) 365575
E-mail: paul.smith@batesadvice.com
Visit our Web Site: www.batesadvice-paulsmith.com

Contact: Paul Smith

About Us
Bates is one of the largest financial adviser groups in the UK. At Bates we work to develop
long-term relationships with our clients. With independent financial advisers, independent mortgage advisers and other specialist advisers, we have the scale and coverage to deliver a consistent and high quality service.

Paul Smith is an Independent Financial Adviser with Bates and has 19 years financial services experience advising his clients. With his extensive experience, plus access to other specialists within Bates, you can depend on receiving the best possible independent advice, tailored to your individual needs.

Qualifications held:
        G60 Pensions (CII)
        CF9 Pensions Simplification (CII)
        G10 Taxation and Trusts (CII)

We also have female consultants at this office.

Our Specialist Areas
Our partners are fully qualified to offer advice and assistance in the following areas of financial planning:

Personal Clients

Pensions, including personal and stakeholder schemes
Advice on transferring personal and occupational pensions
Retirement options planning including Unsecured Pension and Alternatively Secured Pension, Annuities and Phased Retirement
Mortgages
Life and critical illness cover, private medical insurance and income protection
Inheritance Tax, Trusts and Tax Planning
Savings and investment portfolio management
Long Term Care planning

Corporate Clients
We can offer advice and assistance on a wide range of employee benefit and business solutions for small, medium and large organisations.

What to do next?
This involves a short meeting with Paul, which will allow him to identify your financial objectives and find out a little about your personal finances. This is also your opportunity to find out if the Bates approach suits you and for Paul to let you know how we may be able to help. This meeting is without obligation.

Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly-owned subsidiary of The Money Portal plc. Not all of the above products and services are regulated by the Financial Services Authority.

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