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 […]
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 […]
How much money is enough to retire?
/0 Comments/in News /by Sarah LoweHow 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 […]
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 […]