Bates Investment Services has won a top marketing industry award for its
consumer guide to Isas.
The IFA beat off financial services heavyweights including Marks & Spencer
Financial Services, Norwich Union and Direct Line to win the Precision
Marketing award for its Your Guide to Isas.
It was placed first in the financial category of the awards.
Precision Marketing is a sister publication of Money Marketing, aimed at
the direct marketing industry.
The guide, which was published in March, was aimed at potential Isa
investors who prefer picking their Isa off the page rather than seeking
face-to-face advice.
Judges described the contest as a battle between David and Goliath,
reflecting the fact that Bates was the only finalist not using a marketing
agency.
Bates Investment Services chairman Graham Bates says: “Isa guides were
distributed by a number of IFAs towards the end of the tax year but we are
now firmly established as one of the most professional players using this
direct means of distribution.”
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