Financial Advisers in Southend > Bates Millfield

Bates Millfield

01702585847 1 Navestock Gardens, Thorpe Bay,
Southend-on-Sea, SS1 3SR view on map
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About Us

The local agency of the UK's biggest IFA company Bates Millfield. Run by Tony Devine BA ACA who splits his time between City office and Thorpe Bay / SS postcodes.

Specialist Services:

Tailored advice in all financial areas but especially pensions planning (incl corporate), retiement options (e.g. draw-down contracts) equity release, lump sum investments onshore & offshore, long term care, inheritance tax planning, and specialist investments & tax sheltering via City team.

Services Offered:

General practice Independent Financial Adviser covering all of your investment / savings, pension and insurance needs. Also specialist advice in certain areas as set out below.

Awards/Ratings/Associations:

ICAEW (Institute of Chartered Accountants in England & Wales) CII (Chartered Insurance Institute)

Operating Since:

2002

Reviews

Great Service and Website very good too

Tthey handled my telephone enquiry very well, knew all about the type of pension I needed and and were very professional and thorough throughout.

10
David B.

Review Date: 01/12/2004 Report review