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
Final Salary Pension Transfers: An Update
/0 Comments/in News /by Sarah LoweBy Alan Mellor, Managing Director and Chartered Financial Planner, Phillip Bates & Co Financial Services
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 […]