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Latest News

Meeting Up

26th June 2020/0 Comments/in News /by EdwardLamb

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 […]

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Encrypted Emails

26th June 2020/0 Comments/in News /by EdwardLamb

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 […]

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Review of portfolios

26th June 2020/0 Comments/in News /by EdwardLamb

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 […]

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Markets showing resilience in face of global pandemic

26th June 2020/0 Comments/in News /by EdwardLamb

The markets have held up reasonably well in the face of the worst crisis the world has seen since World War II. They are demonstrating decent levels of confidence, not back to pre-coronavirus levels but not as bad as some of the commentators were predicting a few weeks ago. There is still volatility, much more […]

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Can you help Anne Merriman?

30th April 2020/0 Comments/in News /by EdwardLamb

Regular readers of our newsletters will have heard of the remarkable Dr Anne Merriman MBE. Anne is the founder of Hospice Africa, a Liverpool-based charity. Only last year she appeared on BBC’s North West Tonight talking about her work. You can watch the film here. Anne is dependent on the generous donations the charity receives […]

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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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