Bates Independent

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. You are the focus of our business: You, your life, your family and your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. an achievable goal is a dream with a deadline. It all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. Bates Independent Limited is authorised and regulated by the Financial Conduct Authority. Reg No: 944080. Registered Office: Bates Independent Limited Brookfield, 131 Ambleside Road, Lightwater, Surrey GU18 5UL Telephone: 07890 173421 Registered in England and Wales Company No: 5355418