We found Helen and the rest of the team very helpful. We were given clear information about my annuity product and other relevant products. We would highly recommend your firm when speaking to friends and colleagues who are seeking financial advice.

Mrs C MosesYetholm

I was totally satisfied with every aspect of the experience. I will recommend your firm, without reservation, to family and friends.

Mr S MorrisWrexham

I was impressed by the quality of service, lack of sales pressure and the careful consideration of what was best for my needs.

Mr J VinterChichester

Thank you so much for the the service you have provided in setting up my annuity. I have found the service extremely efficient, which surely must have speeded up the process. It has been a pleasure doing business with you.

Mr R ThompsonDurham

I could not have had a better adviser. Helen Brown did an excellent job of guiding me through what could have been a stressful time.

Mr P ClearySwindon

I would like to thank you for the excellent way in which you handled this for me. It is a refreshing change to find someone that doesnt need constant chasing to get a job done. I will certainly recommend you to my friends.

Mr C WestlakeTonbridge

What was a complicated issue with a range of options open to me was discussed and explained carefully. I felt that the decision I reached was much better informed following the discussions.

Mrs L BuckinghamWirral

I would just like to say how grateful I am for your wonderful help in putting my mind at ease over my future.

Mr M SmithMirfield

Clear and transparent costs

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