How we are paid

We begin by meeting with a prospective client to discuss their needs and circumstances. We take the time to consider your financial objectives.

We will also explain how our clients pay for our services should you decide that you would like us to act on your behalf.

Truly independent financial advice for all your personal and commercial needs

There is no charge for this initial meeting and no obligation on either side.

This approach forms an integral part of our firm’s commitment to providing clients with clear and transparent advice.

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