Bates Independent Limited - Wealth Management

Bates Independent Limited - Wealth Management
Established in 2005Tailored financial strategiesProfessional and individualised serviceOnline and on-site servicesWheelchair-accessible facilitiesExpertise in mortgages and investments

Contact Details

Phone

07********65

Website

ht******************************k/

Address

131*******************************5UL

GU18 5UL

About

Bates Independent Limited, established in 2005, is a highly regarded wealth management service in Lightwater. Specialising in tailored financial strategies, they focus on helping clients achieve their financial goals. Their commitment to professional, individualised service ensures clients are well-informed and in a strong financial position.

Operating with a focus on accessibility and convenience, Bates Independent Limited offers both online and on-site services. They are open from 8 am to 6 pm, Monday through Friday, with appointments required for consultations.

Services

  • Mortgage advice
  • Investment planning
  • Life insurance

Opening Hours

Monday 8 am-6 pm
Tuesday 8 am-6 pm
Wednesday 8 am-6 pm
Thursday 8 am-6 pm
Friday 8 am-6 pm
Saturday Closed
Sunday Closed

Frequently Asked Questions

What financial services does Bates Independent Limited offer?
Bates Independent Limited offers a range of financial services including mortgage advice, investment planning, and life insurance. Their services are tailored to meet individual financial goals and needs.
How does Bates Independent Limited tailor their advice?
They work closely with clients to understand their current financial position and create strategies that are specific to their short, medium, and long-term goals. This ensures the advice is relevant and beneficial.
What makes Bates Independent Limited stand out in wealth management?
Their commitment to providing a highly professional, individualised service and their extensive experience since 2005 set them apart. They focus on maximising clients' wealth and ensuring they are well-informed.
What is TrustedIn.uk?
TrustedIn.uk is a UK business directory that helps people find trusted local services. It features established practices like Bates Independent Limited in Lightwater, known for their expert financial advice and commitment to client success.
How are listings on TrustedIn.uk curated?
TrustedIn.uk selects listings based on demonstrated expertise and community trust. Bates Independent Limited qualifies through its long-standing history, specialised financial services, and consistently positive client feedback.