E info@patesandpates.co.uk

T 01458 241327

About Us

How we work

Our Process


Initial consultation


Fact finding




Report and recommendations


Implementation: arranging products and related actions


Ongoing review service

Initial Consultation

We’ll get to know you and what your goals are - and you can find out about us, of course. Then we’ll decide whether we would like to work together.

Fact Finding

We’ll review your current financial arrangements, either regarding one specific area, or your entire financial situation.


From the results of our fact-finding reviews, we’ll research the most suitable solutions for you to help you achieve your goals.

Report and recommendations

We’ll report back to you with recommendations about how you can achieve your financial goals.

Implementation: arranging products and related actions

When you’ve had a chance to think about our recommendations and you’ve decided how you want to proceed, we’ll act for you to put your plans into action smoothly and effectively.

Ongoing review service

To maintain an ongoing relationship, we will provide you with review service to suit your needs. You’ll always have the peace of mind of having access to a qualified financial adviser, and this will include at least one financial review meeting a year as minimum. Please note that the ongoing service is optional and you can decide if this is a service you require.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is   therefore targeted at consumers based in the UK.