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 […]
Usually, the Chancellor’s Spring Statement is an important event in the Government’s calendar. But this year, it passed by almost unnoticed, drowned out by the Brexit pantomime being played out in Parliament. While Philip Hammond talked about a potential ‘deal dividend’ of around £27billion, it means nothing until a deal is concluded. Hammond talked about […]
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. […]
