A long-standing client of Phillip Bates & Co Financial Services is Dr Anne Merriman. Anne is the founder of Hospice Africa, a Liverpool-based charity, and recently appeared on BBC’s North West Tonight talking about her work. You can watch the film here: Anne has also kindly shared her experience of working with the team at […]
Chartered Financial Planner status is widely accepted as the ‘gold standard’ qualification for professional financial planners and financial advisers in the UK. The Chartered Financial Planner qualification is overseen by the Chartered Insurance Institute (CII). The CII says on its website that gaining Chartered status “is challenging and takes commitment” and “places you among the […]
One of the biggest talking points with higher earning clients working in the NHS has been the Government’s tax charges on pensions. The NHS Pension Scheme has undergone quite drastic changes in recent times. The annual cap on how much pension pots can increase by, tax-free, has been set at £40,000 since 2016. GPs and […]
We pride ourselves on providing our clients with an outstanding service. It’s important to us because we value our client relationships and want you to be delighted with the advice we provide. One of the benefits of providing a great service is that many of our clients are pleased to refer us to friends, family […]
Since our last newsletter in March, various Brexit deadlines have come and gone as, indeed, has a Tory leader. So, we now find ourselves with the double whammy of continued uncertainty regarding our future relationship with the European Union – and no idea who the next Tory leader (and Prime Minister) will be. Boris Johnson […]
We are always delighted to promote charitable causes that matter to our clients. In this newsletter, we turn our spotlight on to the Wirral Society of the Blind and Partially Sighted. The charity was founded in 1989 by a group of visually impaired people and, since then, has gone from strength to strength, despite having […]
Helen Brown, a chartered financial planner at Phillip Bates & Co, has once again made it into VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers. The guide “aims to demystify the advice landscape and highlight those financial advisers who are consistently doing an excellent job for their clients.” Selection is based on the […]
We are delighted to have welcomed Lynn Groves on to the team at Phillip Bates & Co Financial Services. Lynn is an experienced para planner of more than 20 years. She is an important appointment coming at a time of increasing regulation and compliance and the need for greater reporting to clients.
President Donald Trump does a lot of things differently to previous incumbents of the Oval Office. One of the more significant is his addiction to Twitter and his habit of using the social media platform to fire staff and, more worryingly, announce changes in policy. More recently, this has included giving his 59.1 million followers […]
One notable announcement coinciding with the Chancellor’s Spring Statement was a further crackdown on offshore tax evaders and their advisers as part of an initiative called No Safe Havens 2019. A Treasury document outlined HM Revenue & Customs (HMRC) strategy for reducing the amount of overseas tax evasion. This includes hefty punishments for those found […]