Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services now has three Chartered Financial Planners in its team. The company is one of only a handful of firms in the region to have Chartered Financial Planner status. Helen Brown, Senior Financial Planner and Margo Dorozik, Client Service Manager, join Managing Director Alan Mellor in […]
The Government’s first – and last – Autumn Statement will be remembered for its sensibleness. When faced with a crisis, Ronald Reagan had a catchphrase: “Don’t just do something. Stand there.” May’s Chancellor is cut from the same cloth. Philip Hammond is not about fancy initiatives, meddling too much or tweaking things for the sake […]
By Alan Mellor, Managing Director and Chartered Financial Planner at Phillip Bates & Co Financial Services This week saw a report from the Office for Budget Responsibility warning that recent pension reforms will end up costing the taxpayer billions of pounds. The OBR said that new savings schemes and the removal of tax relief on […]
A Cheshire and Wirral chartered financial planner says client investments are performing strongly in the aftermath of the Brexit vote. Alan Mellor, Managing Director of Phillip Bates & Co Financial Services, has completed a comprehensive fund review – the first analysis since the shock decision in June by UK voters to leave the European Union. […]
A leading firm of chartered accountants and financial planners has unveiled a new look. Phillip Bates & Co has undergone a rebranding programme as it aims to further build its profile across Cheshire, Wirral, Merseyside and North Wales. Phillip Bates & Co chartered accountants was established over 100 years ago with Phillip Bates & Co […]
Long-term financial planning is more vital than ever in the aftermath of the UK’s vote to leave the European Union, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, has been cautioning clients not to be overly concerned by the Brexit decision. Alan, whose office […]
A leading financial adviser has been named among the top 250 advisers in the UK. Helen Brown, who works for Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services, appeared in the list compiled by vouchedfor, the national website helping people find trusted professional advisers. Helen was one of just 12 advisers from Cheshire […]
Future pensions upheaval remains a strong possibility following the Budget, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, believes Chancellor George Osborne may delayed further changes until the Europe referendum is out of the way. Alan, whose offices are in Neston, said: “Radical pension […]
Business owners and high earners are being warned to take pre-emptive action ahead of next month’s Budget. Alan Mellor, Managing Director of Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services, says the Chancellor could announce further pension changes in his Budget statement. In his post-election Budget last year, George Osborne said he would […]
