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’
We have been accredited by Resolution to provide financial advice to couples in family disputes. Resolution is an organisation of 6,500 family lawyers and other professionals in England and Wales, who believe in a constructive, non-confrontational approach to family law matters. Resolution also campaigns for improvements to the family justice system. Phillip Bates & Co […]
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
Resolution accredits Bates FS
/0 Comments/in News /by Sarah LoweWe have been accredited by Resolution to provide financial advice to couples in family disputes. Resolution is an organisation of 6,500 family lawyers and other professionals in England and Wales, who believe in a constructive, non-confrontational approach to family law matters. Resolution also campaigns for improvements to the family justice system. Phillip Bates & Co […]