“I have been with Philip Bates Financial Services since 2001 and have been very satisfied with the way they have helped and guided me in planning my finances over the years, particularly during the 2007/8 financial crisis when the advice they gave me enabled me to avoid any substantial impact. I have found that the investment advice they have given me over the years has been based on sound research and constant review. Our quarterly review meetings are always informative and backed up with detailed data sheets showing the latest performance on products in my portfolio and any under consideration. I am extremely confident that my financial affairs for the future are in good hands.”
Tom Topping, Company ChairmanParkgate
“Since 2001, Phillip Bates & Co Financial Services has successfully managed my customised portfolio of SIPP and ISA investments. This has been achieved by the efficient implementation of a tailored investment strategy, backed by analytical information, to deliver a portfolio with the right balanced risk/reward of investment for my individual requirements. Through regular dialogue and correspondence, they can deliver a bespoke portfolio to meet individual objectives. With Managing Director Alan Mellor and two other Chartered Financial Planners in the company, all with vast experience in the financial sector, and the inherent compliance control structure within the business, it is easy for me to recommend their services to any proposed investor. The depth of knowledge and level of financial research undertaken by the team gives me the confidence for the future of my portfolio, even in these most turbulent political times.”
Colin WoodwardPuddington
“When I approached retirement age of 65, but with the intention of continuing working, I had some important financial decisions to make. Firstly, when should I take my Government pension and, more importantly, how do I best use the various private pension schemes I had invested in over the years. Alan Mellor came up with the answers. He explained the advantages (and risks) of delaying taking my Government pension, advice which has paid off handsomely as I am now in my 70s. He also lucidly explained and advised which of my private pension plans to cash in and which to keep – advice again which has been sound as I now have a regular income.
Thereafter I moved both my own and my wife’s ISA accounts to Philip Bates Financial Services where they are invested in a variety of UK and worldwide funds giving balance plus a steady income and capital growth.”
Clive Watkin, Chartered SurveyorWest Kirby
“We’ve been extremely pleased with the outcome of the advice Alan and his team have given us over the last ten years. They have provided high quality and accessible services in a quietly confident and reassuring manner which helps us feel very comfortable in the investment decisions he has made on our behalf.”
Andy and Jill WallisHeswall
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.