It’s Great to Be Back

It is now just over two weeks since the team at Phillip Bates Financial Services returned to the office.

We have enjoyed being back in Neston and from the number of face-to-face meetings we’ve had since returning, it is safe to say that many of you are too!

While we may be back in our offices, we continue to take a sensible and cautious approach. We kindly ask that our clients continue to wear a face mask when arriving at reception and that we then take a decision together as to whether to remove them for our meeting. This is intended to provide reassurance for both clients and our own staff.

We are also delighted to welcome on board Laura Rees. Laura is a skilled and experienced paraplanner and a great addition to our team.