Latest News

Why Chartered status matters

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 […]

GPs hit by tax changes

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 […]

Refer a friend

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 […]

Brexit uncertainty no closer to being resolved

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 […]

Continuous monitoring as your circumstances change

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

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