How much is enough to retire? By Alan Mellor, Chartered Financial Planner and Managing Director of Phillip Bates & Co Financial Services I often take on a number of new clients at the start of a new year. The holiday season will have provided an opportunity to discuss both immediate and longer-term plans. This is […]
Chancellor Philip Hammond’s Budget this week is unlikely to be one that we will talk about in years to come. As is often the case in modern politics, the vast majority of its contents had been heavily leaked in the run-up to Monday’s speech. But, for investors and those with a focus on long-term financial […]
By Alan Mellor, Managing Director and Chartered Financial Planner, Phillip Bates & Co Financial Services
Having a long-term financial plan is vital in order to “weather inevitable storms” like Brexit, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, says the question he gets asked more than any other at the moment is: How will Brexit affect me? Alan said: […]
By Alan Mellor, Chartered Financial Planner and Managing Director of Phillip Bates & Co Financial Services A good proportion of the clients we look after at Phillip Bates & Co Financial Services are business owners. This presents added complexities when trying to work out when the best time is to retire or, at the […]
A leading Chartered Financial Planners is encouraging anyone who has completed a Lasting Power of Attorney in the last six years to check if they are entitled to a refund. Cheshire-based Phillip Bates & Co Chartered Financial Planners is highlighting the potential £54 refund, which will be paid out to those who have registered for […]
Congratulations to our client Anne Merriman whose incredible foundation has helped over 30,000 people in Africa. Hospice Africa Uganda – Uganda’s very first hospice – was set up in Liverpool by Dr Anne Merriman with the help of her friend in 1992, and is this year celebrating its 25th anniversary. Anne, then aged 58, founded […]
One of the downsides to ever-advancing technology is the ease with which people can fall prey to so-called scammers. Scam calls can strike at any time and in any industry but can be particularly dangerous when dealing with financial matters. By engaging in conversation with a scammer for even just a few minutes you could […]
Helen Brown, Senior Financial Adviser at Phillip Bates & Co Financial Services and Margo Dorozik, Client Service Manager have both passed important exams in recent months, taking them one step closer to Chartered status. The two, who took the exam just before Christmas, are now gearing up for their final exam, which they will take […]
The end of the financial tax year is fast approaching and there are tax changes afoot. From April, business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The tax changes will also affect investors who have portfolios of shares held […]
