David Bates

David Bates

Followers of David Bates316 followers
location of David BatesLeeds, England, United Kingdom

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  • Timeline

  • About me

    Founder & Managing Director at Bates Wealth Management Ltd

  • Education

    • Beauchamp College, Leics

      1995 - 1999
    • University of Leeds

      1999 - 2002
      BA Hons Economics
  • Experience

    • Bartlett Wealth Management Ltd

      Sept 2002 - Jun 2023
      • Head of Wealth Management

        Nov 2012 - Jun 2023
      • Investment Strategy Director

        Oct 2010 - Nov 2012
      • Divisional Director

        Oct 2008 - Sept 2010
      • Independent Financial Advisor

        Sept 2003 - Sept 2008
      • Graduate Trainee

        Sept 2002 - Aug 2003
    • Bates Wealth Management Ltd

      Jul 2023 - now
      Founder & Managing Director
  • Licenses & Certifications

    • Chartered Financial Planner

      Personal Finance Society
      Jan 2013