Latest News

It’s Great to Be Back

It is now just over two weeks since the team at Phillip Bates Financial Services returned to the office. We have enjoyed being back in Neston and from the number of face-to-face meetings we’ve had since returning, it is safe to say that many of you are too! While we may be back in our […]

Recovery fuels inflation concerns

There has been a lot of positive economic data circulating over recent days. The pound touched a three-year high as reports showed that British manufacturing grew at its fastest rate in almost 30 years, while house prices have risen at their fastest pace for almost seven years. Alongside this, we have seen far less volatility […]

Helen named in prestigious UK guide

We are delighted to report that Helen Brown has made it into her industry’s most prestigious guide. Helen, a chartered financial planner, is listed in VouchedFor’s 2021 Top Rated Financial Adviser Guide, produced in conjunction with The Times newspaper. Helen is one of only a select band to receive more than 130 positive reviews from […]

Budget 2021: Our Verdict

This Budget was always going to be a tricky balancing act for Chancellor Rishi Sunak. After a year of unprecedented public spending, he had to decide how much longer to extend the nation’s safety net against the realisation that the country needs to begin paying back some of the vast national debt it has accrued. […]

Caldy Cricket Club Centenary

Many of you will know of my long-time involvement with Caldy Cricket Club. I am therefore delighted that Phillip Bates & Co Financial Services is able to play an important role in helping the club celebrate its centenary this year. We are sponsoring a range of commemorative kit, including playing shirts, polo shirts and caps. […]

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