Welcome to Gates Financial Services

A business run by human beings for human beings!! To us our clients are real people, not just numbers or another step towards a monthly target. We work for you alone and owe you a duty to provide advice that best suits your circumstances, not ours or any financial institution.

We offer independent and impartial advice on the following areas:-

• Savings & Investments
  – both lump sum and regular monthly amounts, using the most tax efficient methods and making effective use of your money.
• Pensions & Annuities
  – building up your pension funds when young and, at a later age, providing your pension income through an annuity or enhanced annuity.
• Protection
  – providing cover for you or your dependents should disaster strike with Life assurance, Critical Illness cover & Income protection.
• Mortgages
  – buying your first home, a better deal on your current mortgage or building a property portfolio.
• Equity Release
  – making life a bit easier for you in retirement but ensuring you understand the effects it can have for you and your family.
• Will and Probate services
  – ensuring you have your own estate in order and guiding you through the intricacies of dealing with the death of a loved one.