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A photograph of a close up of a woman with a phone to her ear for our scam calls article

Mind that call

One of the downsides to ever-advancing technology is the ease with which people can fall prey to so-called scammers. Scam calls can strike at any time and in any industry but can be particularly dangerous when dealing with financial matters. By engaging in conversation with a scammer for even just a few minutes you could […]

A photograph of a man writing on a piece of paper for our chartered status article

Congratulations Helen & Margo!

Helen Brown, Senior Financial Adviser at Phillip Bates & Co Financial Services and Margo Dorozik, Client Service Manager have both passed important exams in recent months, taking them one step closer to Chartered status. The two, who took the exam just before Christmas, are now gearing up for their final exam, which they will take […]

An image of coins stacked on a desk in our tax changes news piece

Dividend tax changes afoot

The end of the financial tax year is fast approaching and there are tax changes afoot. From April, business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The tax changes will also affect investors who have portfolios of shares held […]

A photograph of a woman with a child on her back outdoors on a pension transfers article

Seek specialist advice before transferring your pension

Pension transfers have been in the news a lot lately, since the transfer values have increased. But Alan Mellor, Managing Director at Phillip Bates & Co Financial Services, has issued a warning to seek specialist advice before transferring your pension. “It is important to fully understand and appreciate the value of a guaranteed lump sum […]

An image of a coin with Bitcoin branding.

Beware of Bitcoin

Bitcoin – a digital currency created in 2009, which uses decentralised technology rather than one central bank – is gaining more and more interest lately. Since it thrust itself into the mainstream some five years ago, Bitcoin has been a constant source of interest and confusion, but the currency has certainly garnered more attention recently. […]

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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