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 […]
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 Lowe2017-06-22 14:51:172017-06-22 14:51:17Bates & Co Financial Services welcomes two new starters
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 […]
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 […]
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 Lowe2017-06-22 14:40:192017-06-22 14:40:19Planning for the future
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 […]
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 Lowe2017-06-22 14:35:372017-06-22 14:35:37Keeping it in the family
Is there a charity that means a lot to you? Well, why not nominate it for our upcoming Charity of the Year?! We are looking to raise money for a deserving local charity and we want YOU to be involved. So, who would choose and why? Let us know on Twitter – @batesandco – or […]
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 Lowe2017-04-12 14:25:432017-04-12 14:25:43We want you to choose our Charity of the Year!
Bates & Co Financial Services welcomes two new starters
/0 Comments/in News /by Sarah LoweBates & 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 […]
Election shock sees markets remain steady
/0 Comments/in News /by Sarah LoweJune 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 […]
Planning for the future
/0 Comments/in News /by Sarah LoweThe 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 […]
Keeping it in the family
/0 Comments/in News /by Sarah LoweBuilding 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 […]
We want you to choose our Charity of the Year!
/0 Comments/in News /by Sarah LoweIs there a charity that means a lot to you? Well, why not nominate it for our upcoming Charity of the Year?! We are looking to raise money for a deserving local charity and we want YOU to be involved. So, who would choose and why? Let us know on Twitter – @batesandco – or […]