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Latest News

Resolution accredits Bates FS

22nd June 2017/0 Comments/in News /by Sarah Lowe

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 […]

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Bates & Co Financial Services welcomes two new starters

22nd June 2017/0 Comments/in News /by Sarah Lowe

Bates & Co Financial Services has welcomed two new starters. Margo Dorozik and Emma Bowen have joined the firm as Client Service Manager and Client Administrator. Margo, who is from Chester, joins Bates & Co with more than 10 years’ administrative experience and is currently working towards Chartered Status. She will be working alongside Bates […]

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Election shock sees markets remain steady

22nd June 2017/0 Comments/in News /by Sarah Lowe

June 8th was a landmark day for the UK as a shock election result left many contemplating its impact on the UK’s economy. In reality, a hung Parliament could potentially be a good thing for investors. Alan Mellor, Managing Partner of Phillip Bates & Co Chartered Financial Services, said: “Unless something changes, we are in […]

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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 Lowe2017-06-22 14:49:492017-06-26 11:41:40Election shock sees markets remain steady

Planning for the future

22nd June 2017/0 Comments/in News /by Sarah Lowe

The team at Phillip Bates & Co Financial Services advises people at various stages of their financial journey. Increasingly, we are being asked to act for younger couples, often in their early to mid-30s, who want to ensure they have the right plan in place for their future retirement – even though this may be […]

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Keeping it in the family

22nd June 2017/0 Comments/in News /by Sarah Lowe

Building long-term relationships is essential in being able to provide the best possible financial advice. We had a really good example of this recently when a couple, in their 60s, who we have advised for over 10 years, made an appointment to see us. The meeting was a little bit different because they asked if […]

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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
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