How we work

We are proud of our status as Chartered Financial Planners. This experience and knowledge allows us to provide you with the right financial advice for your needs and circumstances.

Understanding your current financial position and your financial aspirations moving forward is an important first step in helping you to decide if you would like us to work together.

Remember, the first consultation is completely free of charge.

The highest levels of technical knowledge

Once we have a clear picture of your status and your longer term goals, we can help you put in place a plan to meet a short-term need or a lifetime financial plan.

As part of our relationship, we will also have regular reviews to ensure your plan is on track and to take into account any changes in circumstances.

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