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Guides and Free E-Newsletter

As one of the UK's leading independent financial advisers, we have expertise across a full range of solutions for what can be complex financial problems.

We have created a range of informative, jargon-free guides on some of the key financial products and issues which we hope you will find helpful.

General Guides

Pensions Guides

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Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal Limited.
Registered Office 1 Threadneedle St, London EC2R 8JX. Registered in England and Wales No. 3434648.
Bates Investment Services Limited is entered on the FSA register (www.fsa.gov.uk) under reference number 154229.
The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime.