Welcome

Paul Smith is an independent financial adviser in the City and Surbiton with Bates, one of the largest and most successful firms of  financial adviser groups in the UK. A financial adviser since 1988, Paul holds incremental adviser qualifications for G10 (Taxation & Trusts - CII), G60 (Pensions-CII) and CF9 (Pensions Simplification-CII). Both male and female advisers are available at these offices.

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.

This site offers plenty of pertinent information and we recommend you browse the areas that are of interest to you. It also offers access to on-line quotes and trades for life insurance, critical illness, income protection, private medical insurance and investments.

We look forward to advising you very soon.