Bates Campbell Ltd
We ensure you understand what you have and why we have recommended it.
Engagement with your finances IS important
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 18th January 2021
Meet our advisers
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We advise corporate and individual clients.
Businesses on the employee benefits and pension arrangements. Individuals on their overall financial wealth position.
Ensure you are making the right choices for the right reasons and clearly undrstanding why.
Where to find us
Head office address: 1st Floor Unit 9, Riverview Business Park, Station Road Forest Row, Forest Row, East Sussex, RH18 5FS
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Face to face