About Us

What service or specialities do we offer?

Continuity of personal service and more especially – PLAIN ENGLISH!!

The decisions you make on separate financial matters can have profound effects on other parts of your life. Many people defer making these decisions because of the complex jargon that surrounds these issues. Our role is to ensure you understand the decisions you are making and what effects they may have in other areas. During the whole advice process you remain in control, you have the final say on all decisions before anything is put into place.

We are your helping hand through the complexities of personal finance. Most people have busy lives, even in retirement. During your working life you are a specialist in your own field, whether in employment, running your own business or bringing up a family. Today’s fast pace of life leaves little time for thoroughly researching the decisions you need to make on personal finances so why not leave it to a specialist to give you independent and impartial advice.

We offer the service that suits our individual clients, not the one that just suits us. Some clients have been with us since we started and we see them at least every 12 months, while others come to us for just one matter and don’t require any ongoing service. Whichever route you choose please be assured that the person you are dealing with remains the same throughout, a continuity that can’t be found in many financial institutions these days.

Gates Financial Services was established in June 1997 and now in any one month over 75% of our business is from existing clients. We are pleased to have so many come back to use our services time and time again, and who have recommended our services to their family and friends all across London and South East England.