The Coronavirus pandemic has highlighted more than anything the importance of having a well-diversified financial portfolio. Overall the markets have stabilised at a reasonable level – down on where they were in February, but still reasonably solid. We are now seeing daily movements of between 1 and 1.5%, compared to nearer 2.5% when I last […]
https://pbatesfs.co.uk/wp-content/uploads/2020/09/pexels-photo-241544.jpeg15002250EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2020-09-08 15:07:572020-09-08 15:07:59Diversification is key
We are delighted to be featured in the July/August edition of popular lifestyle magazine, Shire, which circulates in Wirral, Cheshire, North Wales and Shropshire as well as online. We were invited to provide expert advice for their retirement planning feature looking at some of the questions we get asked most frequently including ‘when can I […]
https://pbatesfs.co.uk/wp-content/uploads/2020/06/Screenshot-2020-06-26-at-15.04.33.png8482128EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2020-06-26 15:05:092020-06-26 16:04:55Phillip Bates & Co Financial Services featured in Shire magazine
I would also like to re-emphasise that it is very much normal service. Although our team continue to work remotely, they are available for phone calls and virtual calls. We have even held pre-arranged face-to-face meetings with a couple of clients at our offices in Neston. Flexibility is our watchword. We will always do our […]
https://pbatesfs.co.uk/wp-content/uploads/2020/06/coffee-cup-working-happy.jpg15002250EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2020-06-26 15:03:542020-06-26 15:03:56Meeting Up
We have had a small number of enquiries from clients asking about the encrypted emails they have received. This is something we introduced a few months ago and is part of our responsibility to you to keep your data as secure as possible. The process should be straightforward, but please do contact us should you […]
The team has been working hard on reviewing client portfolios, something that is less straightforward than is normally the case due to the impact of the pandemic. We are looking closely at the balance between different assets, what should stay the same and what should change. The broad message is that portfolios have held up […]
https://pbatesfs.co.uk/wp-content/uploads/2020/06/pexels-photo-590041.jpeg15002265EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2020-06-26 15:01:292020-06-26 15:01:30Review of portfolios
Diversification is key
/0 Comments/in News /by EdwardLambThe Coronavirus pandemic has highlighted more than anything the importance of having a well-diversified financial portfolio. Overall the markets have stabilised at a reasonable level – down on where they were in February, but still reasonably solid. We are now seeing daily movements of between 1 and 1.5%, compared to nearer 2.5% when I last […]
Phillip Bates & Co Financial Services featured in Shire magazine
/0 Comments/in News /by EdwardLambWe are delighted to be featured in the July/August edition of popular lifestyle magazine, Shire, which circulates in Wirral, Cheshire, North Wales and Shropshire as well as online. We were invited to provide expert advice for their retirement planning feature looking at some of the questions we get asked most frequently including ‘when can I […]
Meeting Up
/0 Comments/in News /by EdwardLambI would also like to re-emphasise that it is very much normal service. Although our team continue to work remotely, they are available for phone calls and virtual calls. We have even held pre-arranged face-to-face meetings with a couple of clients at our offices in Neston. Flexibility is our watchword. We will always do our […]
Encrypted Emails
/0 Comments/in News /by EdwardLambWe have had a small number of enquiries from clients asking about the encrypted emails they have received. This is something we introduced a few months ago and is part of our responsibility to you to keep your data as secure as possible. The process should be straightforward, but please do contact us should you […]
Review of portfolios
/0 Comments/in News /by EdwardLambThe team has been working hard on reviewing client portfolios, something that is less straightforward than is normally the case due to the impact of the pandemic. We are looking closely at the balance between different assets, what should stay the same and what should change. The broad message is that portfolios have held up […]