
David Bates

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About me
Founder & Managing Director at Bates Wealth Management Ltd
Education

Beauchamp College, Leics
1995 - 1999
University of Leeds
1999 - 2002BA Hons Economics
Experience

Bartlett Wealth Management Ltd
Sept 2002 - Jun 2023Head of Wealth Management
Nov 2012 - Jun 2023Investment Strategy Director
Oct 2010 - Nov 2012Divisional Director
Oct 2008 - Sept 2010Independent Financial Advisor
Sept 2003 - Sept 2008Graduate Trainee
Sept 2002 - Aug 2003

Bates Wealth Management Ltd
Jul 2023 - nowFounder & Managing Director
Licenses & Certifications

Chartered Financial Planner
Personal Finance SocietyJan 2013
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