About us

Phillip Bates & Co Financial Services

Led by our Managing Partner, Alan Mellor, we are proud to have been awarded Chartered Financial Planner status by the Personal Finance Society.

The PFS sets standards within the profession to benefit and protect consumers. As a condition of membership, members have to commit to continuous professional development, through learning and examination, to make sure their knowledge is up to date.

To become a Chartered Financial Planner, individuals have to complete a suite of qualifications to the level of Bachelor Degree (BA, BSc). All Chartered Financial Planners have the highest ethical standards as we are obliged to comply with the Society’s Code of Ethics and Conduct.

As members, you can expect Phillip Bates & Co Financial Services to demonstrate and uphold these values in all our dealings with you:

  • Integrity

  • Professionalism

  • Compliance

  • Competence

  • Confidentiality

  • Objectivity

Recently introduced rules ensure that all advisers are not only qualified to the highest professional standards, but also that they are able to demonstrate their independence of insurance companies and fund managers.

We are able to ensure that the advice given to our clients is based on the highest standard of technical knowledge and care, applied to an in-depth understanding of clients’ needs.

As Chartered Financial Planners, this is nothing new to us. We have always been committed to ensuring that our advice and service meets the very highest standards.

Our clients are also able to take advantage of the services of our sister company and Chartered Accountants, Phillip Bates & Co.

Led by Principal Phil Bates, Phillip Bates & Co. is here to help provide advice and guidance on many different aspects of running a business including accounting, auditing, bookkeeping, budgeting, company formation, acquisition and sale and taxation.

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

Phillip Bates & Co Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 469998. Registered in England & Wales, No. 3637771
Registered Office: 5 Chester Road, Neston, Cheshire CH64 9PA