Brian Davies of Bates offers clear and understandable independent financial advice to private individuals and families in Bromley borough and surrounding areas
Creating security and wealth for you and your family
Independent Financial Advice, Independent Financial Advisors, Estate Planning and Pensions and Investments in Bromley
Money determines how we spend our time, it can also be used as a measuring stick for our success. It very often affects how we feel and makes quite an impact on our relationships with others.
But the most important question is; What do you want your money to do for you?
Brian Davies has more than 18 years of expertise and experience and he will use this to help you determine what your financial goals are. He will put the bricks in place to help you build and achieve your financial aims, from pensions and investments to estate planning. As one of Bromley's best independent financial advisors, Brian understands that your circumstances are always changing, he will constantly review your financial portfolio, making changes that are in line with your revised goals and objectives.
Brian Davies offers completely independent financial advice to individuals, families and trusts which can encompass all or any aspect of your finances. Independent financial advice is offered in the following main areas:-
- Pensions and Investments
- Life Insurance
- Family Protection
- Mortgages
- Long Term Care
- Equity Release
- Estate Planning & IHT
Although Brian Davies is one of Bromley's wholly independent financial advisors, he has the back-up of Bates, one of the UK's leading and largest independent financial advisors, allowing him to offer you a bespoke service that is second to none. Bates is also part of Money Portal Limited, a financial services group that was itself founded to challenge the market.
To make your financial goals a reality, call Brian Davies today on 07956 253728 or visit their website by clicking the link on the right.
Your first consultation is absolutely free and can take place at your home or business in Bromley, or at Bates offices in Westerham, whichever is the more convenient for you.
When contacting Brian Davies for independent financial advice, please tell him that you found him on thebestof Bromley.
Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal.
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.