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 […]
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 Lowe2017-09-13 16:28:122017-09-13 16:28:12The time has come for reviewing and fine-tuning accounts
Helen Brown is a Senior Financial Planner at Phillip Bates & Co Financial Services, having joined the team in June 2009. “My whole career has been spent in the Financial Services industry; starting off as a mortgage adviser and then progressing to full financial advice,” Helen said. “I have always worked for banking institutions but, […]
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 Lowe2017-09-13 16:22:282017-09-13 16:24:54Meet the team: Helen Brown
Inheritance tax remains a topic of confusion for many. Essentially, inheritance tax refers to a tax on the estate of someone who has passed away. The estate might consist of a person’s property, money and possessions. If your estate is valued at below the £325,000 threshold or you opt to leave everything to your spouse, […]
If you have seen the news lately, you wouldn’t be able to miss the ongoing tensions in North Korea. How will this, coupled with a still uncertain Brexit, affect financial markets? “It is difficult to say,” said Alan Mellor, Managing Director at Phillip Bates & Co Financial Services. “Financial markets have been pretty steady and […]
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 Lowe2017-09-13 15:03:182017-09-13 15:03:18How will tensions in North Korea and Brexit affect financial markets?
Our Managing Director, Alan Mellor, was invited onto BBC 5 Live’s ‘Wake Up to Money’ show on Wednesday morning (June 21st) to discuss the Financial elements of the Queens speech. Hear the full interview in the podcast below – Alan can be heard from about 30 minutes in: http://www.bbc.co.uk/programmes/b0070lr5/episodes/downloads
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 Lowe2017-06-26 11:27:222017-06-26 11:27:22Alan Mellor appears on BBC 5 Live’s ‘Wake Up to Money’
The time has come for reviewing and fine-tuning accounts
/0 Comments/in News /by Sarah LoweThe 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 […]
Meet the team: Helen Brown
/0 Comments/in News /by Sarah LoweHelen Brown is a Senior Financial Planner at Phillip Bates & Co Financial Services, having joined the team in June 2009. “My whole career has been spent in the Financial Services industry; starting off as a mortgage adviser and then progressing to full financial advice,” Helen said. “I have always worked for banking institutions but, […]
Inheritance Tax & the property nil rate band
/0 Comments/in News /by Sarah LoweInheritance tax remains a topic of confusion for many. Essentially, inheritance tax refers to a tax on the estate of someone who has passed away. The estate might consist of a person’s property, money and possessions. If your estate is valued at below the £325,000 threshold or you opt to leave everything to your spouse, […]
How will tensions in North Korea and Brexit affect financial markets?
/0 Comments/in News /by Sarah LoweIf you have seen the news lately, you wouldn’t be able to miss the ongoing tensions in North Korea. How will this, coupled with a still uncertain Brexit, affect financial markets? “It is difficult to say,” said Alan Mellor, Managing Director at Phillip Bates & Co Financial Services. “Financial markets have been pretty steady and […]
Alan Mellor appears on BBC 5 Live’s ‘Wake Up to Money’
/0 Comments/in News /by Sarah LoweOur Managing Director, Alan Mellor, was invited onto BBC 5 Live’s ‘Wake Up to Money’ show on Wednesday morning (June 21st) to discuss the Financial elements of the Queens speech. Hear the full interview in the podcast below – Alan can be heard from about 30 minutes in: http://www.bbc.co.uk/programmes/b0070lr5/episodes/downloads