The end of one year and the start of a new one is often the time when people begin to look ahead. January is one of the peak times for our chartered financial planners starting to work with new clients. Our first conversation is about ascertaining what the client wants. We need to understand the […]
https://pbatesfs.co.uk/wp-content/uploads/2019/11/Screen-Shot-2019-11-20-at-12.52.29.png608765EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2019-11-19 21:25:252019-11-20 12:56:49Have you got a retirement plan?
Our Managing Director Alan Mellor celebrates a career milestone this month. It is exactly 30 years since he started out as a financial advisor with Barclays, subsequently becoming the bank’s regional director for financial planning. For the past 15 years, Alan has been Managing Director of Phillip Bates & Co Financial Services. Alan says: “The […]
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Earlier in the year, there was lots of chatter about companies and the wider public stockpiling in preparation for a possible no-deal Brexit. A few months on, and further deadlines having passed, there continues to be political and financial uncertainty, but a determination among people to get on with life. The next key dates would […]
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A long-standing client of Phillip Bates & Co Financial Services is Dr Anne Merriman. Anne is the founder of Hospice Africa, a Liverpool-based charity, and recently appeared on BBC’s North West Tonight talking about her work. You can watch the film here: Anne has also kindly shared her experience of working with the team at […]
https://pbatesfs.co.uk/wp-content/uploads/2019/08/Screen-Shot-2019-08-16-at-09.55.48.png6421145EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2019-08-16 09:58:592019-08-16 09:59:01Hospice Africa and Bates & Co client appears on BBC North West Tonight
Chartered Financial Planner status is widely accepted as the ‘gold standard’ qualification for professional financial planners and financial advisers in the UK. The Chartered Financial Planner qualification is overseen by the Chartered Insurance Institute (CII). The CII says on its website that gaining Chartered status “is challenging and takes commitment” and “places you among the […]
Have you got a retirement plan?
/0 Comments/in News /by EdwardLambThe end of one year and the start of a new one is often the time when people begin to look ahead. January is one of the peak times for our chartered financial planners starting to work with new clients. Our first conversation is about ascertaining what the client wants. We need to understand the […]
Alan celebrates 30 years as financial advisor
/0 Comments/in News /by EdwardLambOur Managing Director Alan Mellor celebrates a career milestone this month. It is exactly 30 years since he started out as a financial advisor with Barclays, subsequently becoming the bank’s regional director for financial planning. For the past 15 years, Alan has been Managing Director of Phillip Bates & Co Financial Services. Alan says: “The […]
Brexit and a General Election – An update
/0 Comments/in News /by EdwardLambEarlier in the year, there was lots of chatter about companies and the wider public stockpiling in preparation for a possible no-deal Brexit. A few months on, and further deadlines having passed, there continues to be political and financial uncertainty, but a determination among people to get on with life. The next key dates would […]
Hospice Africa and Bates & Co client appears on BBC North West Tonight
/0 Comments/in Uncategorised /by EdwardLambA long-standing client of Phillip Bates & Co Financial Services is Dr Anne Merriman. Anne is the founder of Hospice Africa, a Liverpool-based charity, and recently appeared on BBC’s North West Tonight talking about her work. You can watch the film here: Anne has also kindly shared her experience of working with the team at […]
Why Chartered status matters
/0 Comments/in News /by EdwardLambChartered Financial Planner status is widely accepted as the ‘gold standard’ qualification for professional financial planners and financial advisers in the UK. The Chartered Financial Planner qualification is overseen by the Chartered Insurance Institute (CII). The CII says on its website that gaining Chartered status “is challenging and takes commitment” and “places you among the […]