Investment Review
Service

We believe you have the right to know.

If you have money invested it is vital for you to monitor its performance. You wouldn’t leave your cash unattended so why leave the performance of your investments unchecked?

One of the biggest problems facing investors is that the difference between an investment that performs well and one that performs badly can be enormous.

In good times, when stockmarkets are on the up and the values of your funds are growing, perhaps you don’t need to worry quite so much about your investment decisions. But if you do not keep a check on just who is managing your hard earned money and how well they are doing, you could be losing out.

Would you know how your funds are faring against other similar types of investment?

With the Bates Investment Review Service you will receive a report with the facts about your funds you need. This will be updated for you every year so you can keep track.

All you need to do to sign up for the service is to complete a form with the names of each fund provider you have investments with a signature for each, and return it to a freepost address.

The service is available whether you are an existing client or not and is available free of charge. As part of the service you can phone us to ask questions about the report or arrange advice if you need it. But you are under no obligation to discuss or meet with us.