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 […]
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 […]
Pre-Brexit Budget promises steady growth
/0 Comments/in News /by Sarah LoweChancellor 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 […]
Final Salary Pension Transfers: An Update
/0 Comments/in News /by Sarah LoweBy Alan Mellor, Managing Director and Chartered Financial Planner, Phillip Bates & Co Financial Services
How will Brexit affect you?
/0 Comments/in News /by Sarah LoweHaving 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: […]
When is the right time for business owners to retire?
/0 Comments/in News /by Sarah LoweBy 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 […]
Have you claimed your Power of Attorney refund?
/0 Comments/in News /by Sarah LoweA 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 […]