New Chancellor Rishi Sunak delivered a Budget that the Government believes will help to protect the economy amid the continuing Coronavirus outbreak. The raft of spending pledges made by Mr Sunak, who has only been in the job for four weeks, were aimed at trying to minimise the impact of the outbreak and market turbulence […]
https://pbatesfs.co.uk/wp-content/uploads/2020/03/bridge-over-river-in-city-258117.jpg427640EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2020-03-13 11:49:072020-03-13 11:49:09Budget that “protects the economy”
The continuing spread of Coronavirus in the UK and elsewhere has inevitably caused turbulence on the global markets. Last week, the major stock markets saw their worst performance since the 2008 financial crisis. The Organisation for Economic Cooperation and Development (OECD) is predicting that the global economy could grow at its lowest rate for over […]
We are delighted to announce that several new donors are supporting the Neston & District Community Fund. The Fund was launched in February 2015 by four local businesses – Phillip Bates & Co, Rightway, Clive Watkin and G Tilby Engineering. Current High Sheriff of Cheshire Mark Mitchell and his wife Anita subsequently became a donor. […]
https://pbatesfs.co.uk/wp-content/uploads/2019/11/neston.png430867EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2019-11-19 21:28:282019-11-19 21:28:30New donors back Neston & District Community Fund
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 […]
https://pbatesfs.co.uk/wp-content/uploads/2018/10/Alan-Mellor-of-Phillip-Bates-Co-Financial-Services.jpg18002700EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2019-11-19 21:23:182019-11-19 21:29:08Alan celebrates 30 years as financial advisor
Budget that “protects the economy”
/in NewsNew Chancellor Rishi Sunak delivered a Budget that the Government believes will help to protect the economy amid the continuing Coronavirus outbreak. The raft of spending pledges made by Mr Sunak, who has only been in the job for four weeks, were aimed at trying to minimise the impact of the outbreak and market turbulence […]
Coronavirus highlights importance of “well-balanced portfolio”
/in NewsThe continuing spread of Coronavirus in the UK and elsewhere has inevitably caused turbulence on the global markets. Last week, the major stock markets saw their worst performance since the 2008 financial crisis. The Organisation for Economic Cooperation and Development (OECD) is predicting that the global economy could grow at its lowest rate for over […]
New donors back Neston & District Community Fund
/in NewsWe are delighted to announce that several new donors are supporting the Neston & District Community Fund. The Fund was launched in February 2015 by four local businesses – Phillip Bates & Co, Rightway, Clive Watkin and G Tilby Engineering. Current High Sheriff of Cheshire Mark Mitchell and his wife Anita subsequently became a donor. […]
Have you got a retirement plan?
/in NewsThe 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
/in NewsOur 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 […]