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Bates Investment Services Limited
Your Financial Guide


Address: 5th Floor, Sherborne House, 119 Cannon Street, London.
EC4N 5AT
Telephone: (0207) 743 9216
Fax: (0870) 891 3106
E-mail: antony.devine@batesadvice.com
Visit our Web Site: www.batesadvice-antonydevine.com

About Us

For well over a decade, Bates has been recognised as one of the UK’s leading independent financial advisers. Today, we are also one of the largest and part of the Money Portal Plc, a financial services group that was itself founded to challenge the market. We operate from 18 different locations with over 300 financial advisers looking after the needs of our clients nationwide.

We have specialist advisers in all of the financial disciplines, serving both personal and corporate clients, so you can be assured of high quality advice. We offer you a free initial consultation, and are pleased to take enquiries over the telephone. You can also contact us via the online enquiry forms within this site, or by email / mail, and a response will be sent the same or the next working day.

Tony Devine is an Independent Financial Adviser holding the advanced Diploma in Financial Planning and is a Chartered Accountant since 1983. He works from both City and West End offices. With his extensive experience, you can depend on receiving the best possible independent advice, tailored to your individual needs.

We also have female consultants at this office.

Our Specialist Areas
We are fully qualified to offer advice and assistance in all areas of financial planning including, but not limited to, the following:

Personal Planning
  • Inheritance Tax, Trusts and Tax planning
  • Savings and investment portfolio design
  • Pensions, incl. Stakeholder Plans
  • Retirement Planning and Drawdown
  • Life cover and Income Protection
  • Equity Release Mortgage Plans
  • Long-Term Care insurance plans
  • Mortgage & Re-Mortgage
  • Medical Insurance and General Insurance Ethical Investments
Business Related Planning
  • Group Personal & Stakeholder Pensions
  • Occupational Pension Schemes
  • Group Protection
  • Tax Planning for Companies
  • Director Share Protection
  • Partnership Protection
  • Key man Assurance
  • Exit Strategy Planning
  • Succession Planning


What to do next?
For an initial discussion of your case please e-mail or telephone us using the above contact details. All initial discussions are free and no-obligation.

Bates Investment Services Limited is authorised and regulated by the Financial Services Authority, and is a wholly-owned subsidiary of The Money Portal plc. Bates Investment Services Limited is entered on the FSA register under reference 154229. Registered Office: 1 Threadneedle Street, London, EC2R 8AY.


- Not all of the above products and services are regulated by the Financial Services Authority.
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