Our Group
We are a significant distributor of financial services products and are the service provider to one of the largest affiliated groups of advisers in the UK.
Our group companies are either major distributors of financial products through direct or advisory channels, or complimentary businesses that support and leverage that core.
Bates Investment Services
Bates Investment Services Ltd is one of the UK's leading independent financial advisers. We are not tied to any financial institution, which means we provide impartial advice.
Bates has provided many thousands of people from all walks of life with advice and guidance on a range of investment solutions, with particular emphasis on lump-sum investments and retirement planning as well as complex pension issues and inheritance tax. Our reputation is underlined both by the growing number and loyalty of our clients and by the respect in which the national financial media holds Bates.
Visit the Bates Investment Services website
Sage Financial Services
With over twenty years in the independent sector of the financial services industry, Sage has the experience to put your independence at the centre of its operation. Our reputation is built upon our ability to understand the evolving needs of the IFA. We deliver common sense solutions and support that enables you to develop your business in the way that you want to.
Visit the Sage Financial website
Burns-Anderson
Burns-Anderson is the longest established network in the UK. It has a reputation in the financial services sector as the 'quality' network reflecting the professionalism and standards of its membership. Our proposition is choice, personal and experience. Firms are able to operate within all areas of business for which they are qualified or receive support when they are not. In a face to face business we believe in giving personal support at the business office or directly from staff based in Bristol.
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Willis Owen
With over 120,000 active investors, Willis Owen is one of the UK's leading discount houses offering the biggest discounts available on many investments such as ISAs, Unit Trusts and OEICs, saving our investors hundreds of pounds in initial commission charges.
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Swaines
Swaines have assembled a formidable group of highly qualified, experienced, competent and personable compliance consultants who are committed to providing clients with compliance peace of mind.
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