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Long-term financial planning vital in wake of Brexit vote

Long-term financial planning is more vital than ever in the aftermath of the UK’s vote to leave the European Union, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, has been cautioning clients not to be overly concerned by the Brexit decision. Alan, whose office […]

Budget paves way for future pension upheaval

Future pensions upheaval remains a strong possibility following the Budget, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, believes Chancellor George Osborne may delayed further changes until the Europe referendum is out of the way. Alan, whose offices are in Neston, said: “Radical pension […]

Chartered Financial Planner issues pre-Budget warning

Business owners and high earners are being warned to take pre-emptive action ahead of next month’s Budget. Alan Mellor, Managing Director of Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services, says the Chancellor could announce further pension changes in his Budget statement. In his post-election Budget last year, George Osborne said he would […]

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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