Our team

The Phillip Bates & Co Financial Services team comprises:

Alan Mellor

Alan Mellor

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

Phillip Bates

Chartered Accountant, Chairman
Helen Brown

Helen Brown

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

Laura Mellor

Accounts Manager
Margo Dorozik

Margo Dorozik

Senior Paraplanner & Chartered Financial Planner
Emma Bowen

Emma Bowen

Client Administrator
Lynn Groves

Lynn Groves

Paraplanner
Stefanie Jerome

Stefanie Jerome

Administrator

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