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Financial Advisers in Southend > Bates Millfield
Bates Millfield
1 Navestock Gardens, Thorpe Bay,Southend-on-Sea, SS1 3SR view on map 01702585847 Look for more Financial Advisers in Southend
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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
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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. <P>
10
David B.
Review Date: 01/12/2004 Report review