Geoff Penrice

Bates Investment Services Ltd
Your Financial Guide

Address: Sherborne House, 119 Cannon Street, London, EC4N 5AT
(Note: City and West End areas covered)
Telephone: 0845 013 6580
Fax: (0870) 891 3106
E-mail: geoff.penrice@batesadvice.com
Visit our Web Site: www.batesadvice-geoffpenrice.com

Contact: Geoff Penrice BSc, Dip, PFS

General information

Geoff Penrice is a London based IFA working in both the City and West End.

Geoff is also the Bates media spokesman and is regularly quoted in the national press, including the Times; Independent; Guardian as well as many other publications.

He has been an Independent Financial Adviser for over 6 years and has worked in investments and pensions for over 25 years.

About Us

For well over a decade, Bates has been recognised as one of the UK's leading Independent Financial Advisers. Today, we are also one of the largest and part of The Money Portal Plc, a financial services group that was itself founded to the challenge the market. We operate from 18 different locations with over 300 financial advisers looking after the needs of our clients nationwide.

We have specialist advisers in all of the financial disciplines, serving both personal and corporate clients, so you can be assured of high quality advice. We offer you a free initial consultation, and are pleased to take enquiries over the telephone. You can also contact us via the online enquiry forms within this site, or by email / mail, and a response will be sent the same or the next working day.

We also have female consultants at this office.

Personal Planning	Business Related Planning
Inheritance Tax, Trusts and Tax Planning Savings and Investment Portfolio Design Offshore Investments for Retirement Pensions, incl. Self Invested Personal Pensions Retirement Planning and Drawdown Life Cover and Income Protection Equity Release Mortgage Plans Long-Term Care Insurance Plans Mortgage & Re-Mortgage Ethical Investments	Group Personal & Stakeholder Pensions Occupational Pension Schemes Group Protection Tax Planning for Companies Director Share Protection Partnership Protection Key Man Assurance Exit Strategy Planning Succession Planning

What to do next?
For an initial discussion of your case please email or telephone us using the above contact details. All initial discussions are free and no-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. Bates Investment Services Limited is entered on the FSA register under reference 154229. Registered Office: 1 Threadneedle Street, London, EC2R 8AY.

- Not all of the above products and services are regulated by the Financial Services Authority.

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