Latest News

Chancellor’s hands tied by Brexit

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 money is enough to retire?

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 […]

Pre-Brexit Budget promises steady growth

Chancellor Philip Hammond’s Budget this week is unlikely to be one that we will talk about in years to come. As is often the case in modern politics, the vast majority of its contents had been heavily leaked in the run-up to Monday’s speech. But, for investors and those with a focus on long-term financial […]

How will Brexit affect you?

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: […]

Continuous monitoring as your circumstances change

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

Phillip Bates & Co Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 469998. Registered in England & Wales, No. 3637771
Registered Office: 5 Chester Road, Neston, Cheshire CH64 9PA