
Neil Bates, TBK Wealth Management Ltd
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Club name: | Sandwell |
| Business Category: | Financial, Independant Financial Adviser | |
| Team Position: | Information Manager | |
| Company: | TBK Wealth Management Ltd | |
| Address: | 682, Wolverhampton Road Oldbury B68 8DB | |
| Telephone: | 0121-552-6655 | |
| Mobile: | 07970-553482 | |
| Website: | View my website | |
| Email: | Send me an email | |
| Wants: | you or anyone you know who has a "frozen" pension ? This should be reviewed to check on charges and fund performance |
Business Description
What's important about "money" to you?
Does it mean"security", "freedom", "choices", "protecting my family"? Probably all of these.
Before we make any recommendations we'll ask you to tell us what's important to you. Then we'll assess where you are today and help you plan for your financial freedom creating a financial plan that's tailored to your needs and circumstances.
TBK has been around for 18 years and I've been helping clients find financial freedom for much longer. We're totally independant and work only for our clients. Introductory meetings are held without cost or commitment.

