Welcome

This is the website of Geoff Penrice, an  independent financial adviser at Bates, one of the largest and most successful firms of  financial advisers in the UK. I cover Central and North London (working from offices in the City and Finchley),  and Bates has offices throughout the UK. I am a general practitioner, practising mostly pensions, inheritance tax planning (IHT) and investments, including offshore and expat issues. I hold the Advanced Financial Planning Certificate (AFPC) including the advanced pensions qualification G60.

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.