Latest News

Have you claimed your Power of Attorney refund?

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 […]

A photograph of a man writing on a piece of paper for our chartered status article

Congratulations Helen & Margo!

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 […]

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