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 […]
Hospice Africa and Bates & Co client appears on BBC North West Tonight
/0 Comments/in Uncategorised /by EdwardLambA 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 […]
Why Chartered status matters
/0 Comments/in News /by EdwardLambChartered 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 […]
GPs hit by tax changes
/0 Comments/in News /by EdwardLambOne 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 […]
Refer a friend
/0 Comments/in News /by EdwardLambWe 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 […]
Brexit uncertainty no closer to being resolved
/0 Comments/in News /by EdwardLambSince 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 […]