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Our dedicated and highly skilled team are waiting to hear from you.

David Pates

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David Pates

Senior Financial Planner

Having worked in the financial services sector for over 30 years, David has gained a wealth of experience which is highly valued by his clients and one of the reasons he has developed a long term working relationship with so many of them.

David lives in the Somerset village of Martock. His spare time is taken up with his grand-children and great grand-children. Having been a keen rugby player, he still retains great interest in the sport as well as finding time for his other passion –  classic cars – he is the proud owner of an Austin Healey 3000!

Simon Pates

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Simon Pates

Paraplanner

The eldest son of David, Simon joined Pates & Pates in 2001 as Practice Manager, IT Manager and Paraplanner, providing vital behind-the-scenes support for the business. He will be moving into an advisory role when David retires.

Simon enjoys spending time with his 3 children. He is also a modern jazz enthusiast and plays tenor saxophone.

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.