Latest News

The Value of Investments

The question I get asked more than most at the moment is: “Why are investment values going up when we are in a pandemic?” It is a natural question to ask because most people would assume that during a crisis as severe as this one that values would take a hammering. The reality is somewhat […]

The Value of Good Advice

Here at Phillip Bates & Co Financial Services, we are normally too busy working on behalf of our clients to shout about our success stories. However, I am particularly proud of the results we achieved for one client recently and which demonstrates the value of good advice. I recently saw a client who had been […]

Budget 2021: A Preview

Chancellor Rishi Sunak will deliver his much-awaited Budget on March 3. There would appear to be two major priorities for Mr Sunak. Firstly, the Government has trailed that it intends to put in place a so called ‘endemic recovery plan’ which will entail further significant state spending to help tackle the now serious jobs crisis […]

A momentous year draws to a close

It has been a remarkable 12 months and one that no one could have envisaged this time a year ago. The Covid-19 pandemic has so far seen over 70 million confirmed cases and 1.6 million deaths across 190 countries. The commencement of the vaccination programme is wonderful news to end the year and offers the […]

Business as usual at Bates & Co

This month marks the 22nd birthday of Phillip Bates & Co Financial Services. While we won’t be able to celebrate as we might normally, we continue to strive to provide clients with the same high standard of service. Despite a further Government lockdown, our intention is very much to return to our office as soon […]

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