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Pre-Brexit Budget promises steady growth

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 […]

How will Brexit affect you?

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: […]

Have you claimed your Power of Attorney refund?

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 […]

Continuous monitoring as your circumstances change

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Phillip Bates & Co Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 469998. Registered in England & Wales, No. 3637771
Registered Office: 5 Chester Road, Neston, Cheshire CH64 9PA