Welcome

TBK Wealth Management Ltd, previously known as Turner Bates, was founded in 1990. We offer independent financial advice and wealth management services to businesses, their directors, owners and staff and the self employed. We also provide independent financial advice and wealth management services to those who have accumulated assets to help with their retirement planning and to those who want estate planning guidance because of concern about Inheritance Tax.

We offer independent financial advice on investment and savings, life insurance, pension and retirement planning, equity release and mortgages as well as health insurance, income protection and critical illness cover.

Director and Advisor, Neil Bates, has a law degree, mandatory financial services qualifications and is also a chartered insurance practitioner with over 25 years experience in financial planning.

Our offices in Oldbury are conveniently close to junctions 2 and 3 of the M5 with easy access to Birmingham, Wolverhampton, the Black Country, Worcestershire and Warwickshire.

This website aims to give you further information about

• our firm and our approach
• where to find us 
• comprehensive generic information on financial products 
• a range of useful calculators
• relevant financial news items, updated daily
• our own news

Just click on any of the above items, or on any of the tabs at the top, to access these sections.

TBK Wealth Management Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 442515

TBK Wealth Management Ltd
Registered Address:
682 Wolverhampton Road, Oldbury, West Midlands, B68 8DB
Registered in England, No. 05593431

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither TBK Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.