• Twitter
  • Facebook
  • LinkedIn
  • Mail
Tel: 0151 353 1066 | Email: mail@pbatesfs.co.uk
Bates Financial Services
  • Home
  • About
    • Our team
    • What makes us different
    • How we are paid
    • How we work
    • Testimonials
    • Legal information
    • Privacy statement
  • Services
    • Pensions
    • Investments
    • Life assurance
    • Health insurance
    • Corporate
    • Taxation
    • Annuities
  • News
  • Free call back
  • Contact
  • Personal Finance Portal Login
  • Menu Menu

Latest News

A photograph of a woman with a child on her back outdoors on a pension transfers article

Seek specialist advice before transferring your pension

15th February 2018/0 Comments/in News /by Sarah Lowe

Pension transfers have been in the news a lot lately, since the transfer values have increased. But Alan Mellor, Managing Director at Phillip Bates & Co Financial Services, has issued a warning to seek specialist advice before transferring your pension. “It is important to fully understand and appreciate the value of a guaranteed lump sum […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2017/04/childrenrz.jpeg 667 1000 Sarah Lowe https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png Sarah Lowe2018-02-15 12:08:072018-10-31 12:39:27Seek specialist advice before transferring your pension
An image of a coin with Bitcoin branding.

Beware of Bitcoin

15th February 2018/0 Comments/in News /by Sarah Lowe

Bitcoin – a digital currency created in 2009, which uses decentralised technology rather than one central bank – is gaining more and more interest lately. Since it thrust itself into the mainstream some five years ago, Bitcoin has been a constant source of interest and confusion, but the currency has certainly garnered more attention recently. […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2018/02/Bitcoin-photo.jpeg 3153 4592 Sarah Lowe https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png Sarah Lowe2018-02-15 12:04:312018-02-22 14:17:14Beware of Bitcoin

We welcome withdrawal of stamp duty for first-time buyers in ‘positive’ Budget

23rd November 2017/0 Comments/in News /by Sarah Lowe

We welcomed the announcement by Chancellor Philip Hammond in yesterday’s budget that stamp duty is to be abolished for first-time buyers purchasing properties worth up to £300,000. Phillip Bates & Co Chartered Financial Planners predicted a reduction in stamp duty for first-time buyers was likely, but that it would perhaps be a temporary one. So […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png 0 0 Sarah Lowe https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png Sarah Lowe2017-11-23 11:50:092018-10-31 12:43:50We welcome withdrawal of stamp duty for first-time buyers in ‘positive’ Budget

A look ahead to the Budget

13th September 2017/0 Comments/in News /by Sarah Lowe

The Budget will soon be on its way. It was announced last year by the Chancellor Philip Hammond that the Budget was to be moved back to the autumn to simplify the process of setting taxes and government spending. This is the first year of the new system being in action. As with previous years, […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png 0 0 Sarah Lowe https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png Sarah Lowe2017-09-13 16:29:482017-11-22 16:57:34A look ahead to the Budget

The time has come for reviewing and fine-tuning accounts

13th September 2017/0 Comments/in News /by Sarah Lowe

The time of year has come for us to review and re-balance client accounts. Once or twice a year, the team at Phillip Bates & Co Financial Services will review and rebalance accounts to ensure that everything is in working order or if any tweaks should be made. When we welcome a new client, we […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png 0 0 Sarah Lowe https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png Sarah Lowe2017-09-13 16:28:122017-09-13 16:28:12The time has come for reviewing and fine-tuning accounts
Page 20 of 27«‹1819202122›»
Request a callback

Leave your details with us now and a member of our team will be in touch shortly

Contact us now

Ready to talk? Call or email us today

News Centre

Stay informed of the latest news and information via our News Centre

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.

Contact us today

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
Scroll to top