• Twitter
  • Facebook
  • LinkedIn
  • Mail
Tel: 0151 353 1066 | Email: mail@pbatesfs.co.uk
Bates Financial Services
  • Home
  • About
    • Our team
    • What makes us different
    • How we are paid
    • How we work
    • Testimonials
    • Legal information
    • Privacy statement
  • Services
    • Pensions
    • Investments
    • Life assurance
    • Health insurance
    • Corporate
    • Taxation
    • Annuities
  • News
  • Free call back
  • Contact
  • Personal Finance Portal Login
  • Menu Menu

Our team

The Phillip Bates & Co Financial Services team comprises:

Alan Mellor

Alan Mellor

Chartered Financial Planner, Managing Director
Bates Financial Services
Reviews and Ratings for Financial adviser Alan Mellor, Chester
Phillip Bates

Phillip Bates

Chartered Accountant, Chairman
Bates Financial Services
Helen Brown

Helen Brown

Senior Financial Adviser & Chartered Financial Planner
Bates Financial Services
Reviews and Ratings for Financial adviser Helen Brown, Chester
Laura Mellor

Laura Mellor

Accounts Manager
Bates Financial Services
Margo Dorozik

Margo Dorozik

Senior Paraplanner & Chartered Financial Planner
Bates Financial Services
Emma Chegwin

Emma Chegwin

Client Services Administrator
Bates Financial Services
Stephanie Jerome

Stephanie Jerome

Client Services Co-ordinator
Bates Financial Services
Laura Rees

Laura Rees

Paraplanner
Bates Financial Services

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

Contact us today

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
Scroll to top