What makes us different?

We concentrate on developing the right plan for our clients and then updating to ensure it continues to remain relevant to your particular financial situation.

As Chartered Financial Planners, we take the time to ensure we can meet thoroughly our clients’ needs and expectations.

The way we are paid by our clients is totally transparent and always agreed in advance.

We have spent time developing our expertise in several areas to make sure the advice we give is the best it can be, we have advanced qualifications and specialisms in the following areas:

Pension and Retirement Planning

Investment Management

Trust and Estate Planning

We are committed to going the extra mile for our clients.

We are able to do this because we are, like many of our clients, an owner-managed, independent company that cares about our clients. We are committed to ensuring they have the right financial plan for them which will enable them to achieve their desired results.

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