Having a long-term financial plan is vital in order to “weather inevitable storms” like Brexit, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, says the question he gets asked more than any other at the moment is: How will Brexit affect me? Alan said: […]
By Alan Mellor, Chartered Financial Planner and Managing Director of Phillip Bates & Co Financial Services A good proportion of the clients we look after at Phillip Bates & Co Financial Services are business owners. This presents added complexities when trying to work out when the best time is to retire or, at the […]
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png00Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2018-09-17 15:09:372018-09-17 15:09:37When is the right time for business owners to retire?
A leading Chartered Financial Planners is encouraging anyone who has completed a Lasting Power of Attorney in the last six years to check if they are entitled to a refund. Cheshire-based Phillip Bates & Co Chartered Financial Planners is highlighting the potential £54 refund, which will be paid out to those who have registered for […]
https://pbatesfs.co.uk/wp-content/uploads/2016/10/alan.png554724Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2018-08-28 13:22:162018-10-31 12:35:55Have you claimed your Power of Attorney refund?
Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services now has three Chartered Financial Planners in its team. The company is one of only a handful of firms in the region to have Chartered Financial Planner status. Helen Brown, Senior Financial Planner and Margo Dorozik, Client Service Manager, join Managing Director Alan Mellor in […]
https://pbatesfs.co.uk/wp-content/uploads/2018/07/PBFS.png518971EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2018-07-06 13:24:212018-10-31 12:37:08We are one of the few firms to have Chartered Financial Planner status
Congratulations to our client Anne Merriman whose incredible foundation has helped over 30,000 people in Africa. Hospice Africa Uganda – Uganda’s very first hospice – was set up in Liverpool by Dr Anne Merriman with the help of her friend in 1992, and is this year celebrating its 25th anniversary. Anne, then aged 58, founded […]
https://pbatesfs.co.uk/wp-content/uploads/2016/11/Anne-merriman.jpg409615Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2018-06-27 14:55:332018-06-28 10:48:12Anne Merriman Foundation for Hospice Africa celebrating 25th anniversary
How will Brexit affect you?
/0 Comments/in News /by Sarah LoweHaving a long-term financial plan is vital in order to “weather inevitable storms” like Brexit, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, says the question he gets asked more than any other at the moment is: How will Brexit affect me? Alan said: […]
When is the right time for business owners to retire?
/0 Comments/in News /by Sarah LoweBy Alan Mellor, Chartered Financial Planner and Managing Director of Phillip Bates & Co Financial Services A good proportion of the clients we look after at Phillip Bates & Co Financial Services are business owners. This presents added complexities when trying to work out when the best time is to retire or, at the […]
Have you claimed your Power of Attorney refund?
/0 Comments/in News /by Sarah LoweA leading Chartered Financial Planners is encouraging anyone who has completed a Lasting Power of Attorney in the last six years to check if they are entitled to a refund. Cheshire-based Phillip Bates & Co Chartered Financial Planners is highlighting the potential £54 refund, which will be paid out to those who have registered for […]
We are one of the few firms to have Chartered Financial Planner status
/0 Comments/in News /by EdwardLambCheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services now has three Chartered Financial Planners in its team. The company is one of only a handful of firms in the region to have Chartered Financial Planner status. Helen Brown, Senior Financial Planner and Margo Dorozik, Client Service Manager, join Managing Director Alan Mellor in […]
Anne Merriman Foundation for Hospice Africa celebrating 25th anniversary
/0 Comments/in News /by Sarah LoweCongratulations to our client Anne Merriman whose incredible foundation has helped over 30,000 people in Africa. Hospice Africa Uganda – Uganda’s very first hospice – was set up in Liverpool by Dr Anne Merriman with the help of her friend in 1992, and is this year celebrating its 25th anniversary. Anne, then aged 58, founded […]