Get the most from life.
Our mission is your future.
Bates Wealth Management exists to help you get the most out of life, to have the freedom to do the things you want to do, help the people you want to help, visit the places you want to visit and own the things you want to own.
Who we are.
Bates Wealth Management was founded by David Bates, a Chartered Financial Planner with over 20 years of experience in Wealth Management.
We know that the world of finance can be confusing with many different options available in any given situation. As independent Financial Planners with considerable experience and technical expertise, we will review the whole of the market to find the best possible solution for you.
What to expect.
Independent, first class advice delivered by a Chartered Financial Planner, committed to helping improve your and your family’s lives. To be one of an exclusive group of people, served by a Planner that has a strict maximum number of clients, ensuring they have the time required to provide exceptional service and advice.
Services we offer.
Independent and therefore unbiased, we are able to stick to our core values, always putting your interests first.
Think of us as your personal Finance Director – we will review your wider financial situation, including your assets, income, expenditure and liabilities, before working with you to get a clear picture of your goals, both short and long term.
From there we will put together a Financial Plan that sets out how to get the most from your wealth.
The value of advice.
Unless you have taken advice before and even then from a professional at the top of their game, you may have reservations about paying for Wealth Management advice.
Before you agree to pay anything for our services, we will be clear on the value that we think we can add to your situation and if we don’t think there is value to add, we will be honest and let you know immediately.
What we stand for.
Our core values are:
Integrity: we will always do the right thing, be honest and transparent
Dedication: we will always work hard to provide the highest quality of advice. We will fight your corner, striving to improve your life
Kindness: we will always act with kindness and compassion, putting your interests first
Service-Focused: we will always be proactive & responsive to your needs
Respect: we will always be friendly and respectful
Family oriented: we will support you and your family in achieving your goals
