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 […]
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 […]
One of the downsides to ever-advancing technology is the ease with which people can fall prey to so-called scammers. Scam calls can strike at any time and in any industry but can be particularly dangerous when dealing with financial matters. By engaging in conversation with a scammer for even just a few minutes you could […]
Helen Brown, Senior Financial Adviser at Phillip Bates & Co Financial Services and Margo Dorozik, Client Service Manager have both passed important exams in recent months, taking them one step closer to Chartered status. The two, who took the exam just before Christmas, are now gearing up for their final exam, which they will take […]
The end of the financial tax year is fast approaching and there are tax changes afoot. From April, business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The tax changes will also affect investors who have portfolios of shares held […]
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 […]
What to do if you receive a scam call about your finances
/0 Comments/in News /by Sarah LoweOne of the downsides to ever-advancing technology is the ease with which people can fall prey to so-called scammers. Scam calls can strike at any time and in any industry but can be particularly dangerous when dealing with financial matters. By engaging in conversation with a scammer for even just a few minutes you could […]
Congratulations Helen & Margo!
/0 Comments/in News /by Sarah LoweHelen Brown, Senior Financial Adviser at Phillip Bates & Co Financial Services and Margo Dorozik, Client Service Manager have both passed important exams in recent months, taking them one step closer to Chartered status. The two, who took the exam just before Christmas, are now gearing up for their final exam, which they will take […]
Dividend tax changes afoot
/0 Comments/in News /by Sarah LoweThe end of the financial tax year is fast approaching and there are tax changes afoot. From April, business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The tax changes will also affect investors who have portfolios of shares held […]