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Latest News

Can you help mental health charity Chapter?

16th May 2022/0 Comments/in News /by EdwardLamb

Last week was Mental Health Awareness Week and one of our clients, Lee Mooney, has recently taken on a Trustee role at a local mental health charity.  One in four people will experience a mental health problem in the UK every year. We all deserve support when in need, but we know how difficult it […]

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Crypto: Has the bubble burst?

16th May 2022/0 Comments/in News /by EdwardLamb

It has been an interesting few days for followers of the cryptocurrency market with panic selling as the market took a battering. At one point, the Bitcoin digital currency had fallen below $26,000 from a peak of more than $69,000. Meanwhile, the Terra [LUNA] cryptocurrency fell by more than 99%, wiping out the fortunes of […]

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Diversification key to riding out economic storms

15th May 2022/0 Comments/in News /by EdwardLamb

You could be forgiven for thinking that the issue of rising inflation and interest rates had come out of nowhere given the frenzied doom and gloom among some sections of the media. But, as regular readers of this newsletter will know, the onset of tougher financial conditions was something that had long been anticipated. The […]

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Helen named in prestigious UK guide

7th April 2022/0 Comments/in News /by EdwardLamb

We are delighted to announce that Helen Brown has been included in a prestigious guide of the UK’s top financial advisers. Helen, a Chartered Financial Planner at Phillip Bates & Co Financial Services, features in the newly published ‘VouchedFor’s 2022 Top Rated Financial Adviser Guide’, produced in conjunction with The Times newspaper. Helen was one […]

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Ukraine: An Update

27th March 2022/0 Comments/in News /by EdwardLamb

We continue to be shocked and concerned at the unfolding humanitarian crisis in Ukraine and the senseless loss of life. I have had a few questions from clients asking how the conflict and the sanctions being imposed on the Russian regime may affect portfolios. The reassuring answer I can give you is that our clients’ […]

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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
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