Bates Independent Limited - Wealth Management - Lightwater

Address: 131 Ambleside Rd, Lightwater GU18 5UL, United Kingdom.
Phone: 7887840465.
Website: batesindependent.co.uk
Specialties: Financial consultant, Insurance broker, Mortgage broker.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 34 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bates Independent Limited - Wealth Management

☎️7887840465

⏰ Open Hours of Bates Independent Limited - Wealth Management

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

Bates Independent Limited - Wealth Management

Ubicación y Accesibilidad

Bates Independent Limited se encuentra ubicado en la dirección 131 Ambleside Rd, Lightwater GU18 5UL, United Kingdom, lo que la hace accesible para clientes que buscan servicios de gestión de patrimonio en el Reino Unido. La empresa cuenta con parquing para personas con discapacidad en la propiedad y un baño accesible para garantizar una experiencia cómoda para todos los clientes.

Características y Especialidades

Bates Independent Limited ofrece una variedad de servicios de gestión de patrimonio, incluyendo:

Asesoramiento financiero

Broker de seguros

Broker de hipotecas

Estos servicios están diseñados para ayudar a los clientes a alcanzar sus objetivos financieros y a proteger sus activos.

Recomendación

La empresa tiene una reputación de ofrecer servicios de alta calidad, según los comentarios de los clientes. Los clientes han elogiado a Bates Independent Limited por su apoyo excepcional y su capacidad para alinear sus opciones con los objetivos financieros de los clientes.

Información útil

Teléfono: 7887840465

Website: batesindependent.co.uk

Los clientes pueden programar citas en línea y los servicios se ofrecen en la propietaria.

Opiniones

Aunque hay solo 34 comentarios en Google My Business, la media de opinión es de 5/5, lo que indica una alta satisfacción entre los clientes. Los clientes han destacado la excelencia del servicio y la conocimiento de los asesores.

Recomendación final

Si estás buscando un servicio de gestión de patrimonio confiable y de alta calidad, Bates Independent Limited es una excelente opción. Visita su página web para obtener más información y programar una cita. No dudes en contactarlos para obtener asesoramiento financiero y apoyo especializado en tus objetivos de inversión.

👍 Reviews of Bates Independent Limited - Wealth Management

Bates Independent Limited - Wealth Management - Lightwater

mathew C.

5/5

I want to express my sincere appreciation for the outstanding services you provided in helping us with mortgage and investment wealth management.

The options you gave us were well-researched and aligned perfectly with our financial objectives.

Thank you for the exceptional support.

William S.

5/5

Gary and his team handled an equity release transaction for our family. A considerable amount of paperwork is involved in this type of arrangement but everything was handled very smoothly and efficiently, with excellent communication at every stage of the process. Completion was remarkably quick, and all at competitive rates.

Gary is also very personable, pleasant to deal with, and easily reached. We have no hesitation whatsoever in recommending him.

Rob M.

5/5

My wife and I have used Bates Independent for financial advice and pension / investment planning for the last 10+ years and have experienced great service and really helpful advice to help plan my future finances. Refreshingly personal and excellent guidance in a difficult and changing financial world. Highly recommended.

Sophie F.

5/5

Lewis was very helpful in explaining how a mortgage works and all the possible options. He took the time to go through the details with us across several meetings and was proactive in updating us. We felt confident in our choice and we would highly recommend his services .

Gill P.

5/5

Would highly recommend Lewis! He gave me professional independent advice based on my own personal circumstances. His knowledge was extensive and I completely trusted that he had my best interests at heart. Thank you so much

James W.

5/5

Lewis at Bates Independence was fantastic all the way through the house buying process. His attention to detail and communication was immense. I would highly recommend Lewis and the team to anyone looking for financial advice.

Emma E.

5/5

Our fixed mortgage rate was coming to an end so we found ourselves in the unfortunate position of having to navigate the remortgage market during these difficult times. Lewis has been great from the moment we started our journey 6 months ago. He’s always been very quick to answer any questions and kept us updated when deals changed. Rates improved after we’d had an offer and Lewis was quick to ask the lender to change our product to the one with the better rate.
I would not hesitate to recommend Bates Independent and will definitely be using them again when the time comes.

Zak H.

5/5

Would highly recommend the Bates Independent team. Lewis was brilliant to deal with, taking the time to provide valuable info and advice throughout our mortgage application, and keeping us updated as needed. We knew we were in safe hands from start to finish, and look forward to working with Bates Independent again in the future for all of our financial needs.