We are delighted to have welcomed Lynn Groves on to the team at Phillip Bates & Co Financial Services. Lynn is an experienced para planner of more than 20 years. She is an important appointment coming at a time of increasing regulation and compliance and the need for greater reporting to clients.
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png00EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2019-03-19 14:54:132019-03-19 14:54:13Lynn joins the team
President Donald Trump does a lot of things differently to previous incumbents of the Oval Office. One of the more significant is his addiction to Twitter and his habit of using the social media platform to fire staff and, more worryingly, announce changes in policy. More recently, this has included giving his 59.1 million followers […]
https://pbatesfs.co.uk/wp-content/uploads/2019/03/pexels-photo-262543.jpeg12491880EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2019-03-19 14:53:312019-03-19 14:53:31The effect of a Trump tweet
One notable announcement coinciding with the Chancellor’s Spring Statement was a further crackdown on offshore tax evaders and their advisers as part of an initiative called No Safe Havens 2019. A Treasury document outlined HM Revenue & Customs (HMRC) strategy for reducing the amount of overseas tax evasion. This includes hefty punishments for those found […]
Usually, the Chancellor’s Spring Statement is an important event in the Government’s calendar. But this year, it passed by almost unnoticed, drowned out by the Brexit pantomime being played out in Parliament. While Philip Hammond talked about a potential ‘deal dividend’ of around £27billion, it means nothing until a deal is concluded. Hammond talked about […]
How much is enough to retire? By Alan Mellor, Chartered Financial Planner and Managing Director of Phillip Bates & Co Financial Services I often take on a number of new clients at the start of a new year. The holiday season will have provided an opportunity to discuss both immediate and longer-term plans. This is […]
https://pbatesfs.co.uk/wp-content/uploads/2016/02/Alan-Mellor.jpg400400Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2019-01-07 14:17:152019-01-07 14:17:15How much money is enough to retire?
Lynn joins the team
/0 Comments/in Uncategorised /by EdwardLambWe are delighted to have welcomed Lynn Groves on to the team at Phillip Bates & Co Financial Services. Lynn is an experienced para planner of more than 20 years. She is an important appointment coming at a time of increasing regulation and compliance and the need for greater reporting to clients.
The effect of a Trump tweet
/0 Comments/in News /by EdwardLambPresident Donald Trump does a lot of things differently to previous incumbents of the Oval Office. One of the more significant is his addiction to Twitter and his habit of using the social media platform to fire staff and, more worryingly, announce changes in policy. More recently, this has included giving his 59.1 million followers […]
Offshore Tax Crackdown
/0 Comments/in News /by EdwardLambOne notable announcement coinciding with the Chancellor’s Spring Statement was a further crackdown on offshore tax evaders and their advisers as part of an initiative called No Safe Havens 2019. A Treasury document outlined HM Revenue & Customs (HMRC) strategy for reducing the amount of overseas tax evasion. This includes hefty punishments for those found […]
Chancellor’s hands tied by Brexit
/0 Comments/in News /by EdwardLambUsually, the Chancellor’s Spring Statement is an important event in the Government’s calendar. But this year, it passed by almost unnoticed, drowned out by the Brexit pantomime being played out in Parliament. While Philip Hammond talked about a potential ‘deal dividend’ of around £27billion, it means nothing until a deal is concluded. Hammond talked about […]
How much money is enough to retire?
/0 Comments/in News /by Sarah LoweHow much is enough to retire? By Alan Mellor, Chartered Financial Planner and Managing Director of Phillip Bates & Co Financial Services I often take on a number of new clients at the start of a new year. The holiday season will have provided an opportunity to discuss both immediate and longer-term plans. This is […]