One of the privileges of our role is to get to know clients well and play a small part in their lives. We get to know their families, their hopes and fears and, importantly, how they are feeling. It follows then that occasionally, with sadness, we have the opportunity to pay our last respects. One […]
History doesn’t repeat itself, but it often rhymes. We all remember Tony Blair saying this is not a time for soundbites and then launching into a soundbite. Can I apologise if I fail also to follow his advice? History doesn’t repeat itself, but it often rhymes. We must understand what has happened before to inform […]
New Chancellor Rishi Sunak delivered a Budget that the Government believes will help to protect the economy amid the continuing Coronavirus outbreak. The raft of spending pledges made by Mr Sunak, who has only been in the job for four weeks, were aimed at trying to minimise the impact of the outbreak and market turbulence […]
The continuing spread of Coronavirus in the UK and elsewhere has inevitably caused turbulence on the global markets. Last week, the major stock markets saw their worst performance since the 2008 financial crisis. The Organisation for Economic Cooperation and Development (OECD) is predicting that the global economy could grow at its lowest rate for over […]
We are delighted to announce that several new donors are supporting the Neston & District Community Fund. The Fund was launched in February 2015 by four local businesses – Phillip Bates & Co, Rightway, Clive Watkin and G Tilby Engineering. Current High Sheriff of Cheshire Mark Mitchell and his wife Anita subsequently became a donor. […]
The end of one year and the start of a new one is often the time when people begin to look ahead. January is one of the peak times for our chartered financial planners starting to work with new clients. Our first conversation is about ascertaining what the client wants. We need to understand the […]
Our Managing Director Alan Mellor celebrates a career milestone this month. It is exactly 30 years since he started out as a financial advisor with Barclays, subsequently becoming the bank’s regional director for financial planning. For the past 15 years, Alan has been Managing Director of Phillip Bates & Co Financial Services. Alan says: “The […]
Earlier in the year, there was lots of chatter about companies and the wider public stockpiling in preparation for a possible no-deal Brexit. A few months on, and further deadlines having passed, there continues to be political and financial uncertainty, but a determination among people to get on with life. The next key dates would […]
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 […]
