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
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 […]
https://pbatesfs.co.uk/wp-content/uploads/2016/11/Anne-merriman.jpg409615Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2018-06-27 14:55:332018-06-28 10:48:12Anne Merriman Foundation for Hospice Africa celebrating 25th anniversary
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 […]
https://pbatesfs.co.uk/wp-content/uploads/2018/02/Phone-2.jpg32644928Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2018-02-15 12:13:222018-08-29 12:12:38What to do if you receive a scam call about your finances
When is the right time for business owners to retire?
/in NewsBy 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?
/in NewsA 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
/in NewsCheshire-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
/in NewsCongratulations 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
/in NewsOne 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 […]