Mike Bates – Independent Financial Planner
What does your job role entail?
My job entails engaging with new and existing personal and corporate clients to ascertain their financial goals and objectives; subsequently delivering and implementing full holistic independent advice to these clients to ensure their aspirations are met. I specialise in Pensions and Investments, although do still cover advice on all protection requirements; particularly within a business structure.
What is your idea of freedom?
My idea of freedom is taking a VW camper on a road trip with no set destination; just stopping wherever and whenever you feel like it, enjoying the sites, great food and drink and good company! And no mobile phone/emails to deal with!
What is your guilty pleasure?
Any Cadburys chocolate product and tinkering on my 1990 Mk2 VW Golf GTI!
Get in touch
- (024) 7638 4171