We are committed to continually investing in our business to ensure the best possible service for our clients. To this end, we have recently implemented state-of-the-art software which further enhances the firm’s ability to provide clients with the most accurate data to inform their retirement planning. Alan Mellor said: “The investment in our new cash […]
By Alan Mellor, Managing Director and Chartered Financial Planner at Phillip Bates & Co Financial Services This week saw a report from the Office for Budget Responsibility warning that recent pension reforms will end up costing the taxpayer billions of pounds. The OBR said that new savings schemes and the removal of tax relief on […]
https://pbatesfs.co.uk/wp-content/uploads/2016/10/pexels-photo-large.jpeg593890EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2016-10-14 21:50:332016-10-14 21:50:33Pensions: Why the Government should stop tinkering
A Cheshire and Wirral chartered financial planner says client investments are performing strongly in the aftermath of the Brexit vote. Alan Mellor, Managing Director of Phillip Bates & Co Financial Services, has completed a comprehensive fund review – the first analysis since the shock decision in June by UK voters to leave the European Union. […]
A leading firm of chartered accountants and financial planners has unveiled a new look. Phillip Bates & Co has undergone a rebranding programme as it aims to further build its profile across Cheshire, Wirral, Merseyside and North Wales. Phillip Bates & Co chartered accountants was established over 100 years ago with Phillip Bates & Co […]
Long-term financial planning is more vital than ever in the aftermath of the UK’s vote to leave the European Union, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, has been cautioning clients not to be overly concerned by the Brexit decision. Alan, whose office […]
https://pbatesfs.co.uk/wp-content/uploads/2013/04/IMG_5337-1024x849.jpg8491024EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2016-06-27 10:10:052016-06-27 10:10:05Long-term financial planning vital in wake of Brexit vote
Retirement planning software
/0 Comments/in News /by Sarah LoweWe are committed to continually investing in our business to ensure the best possible service for our clients. To this end, we have recently implemented state-of-the-art software which further enhances the firm’s ability to provide clients with the most accurate data to inform their retirement planning. Alan Mellor said: “The investment in our new cash […]
Pensions: Why the Government should stop tinkering
/0 Comments/in News /by EdwardLambBy Alan Mellor, Managing Director and Chartered Financial Planner at Phillip Bates & Co Financial Services This week saw a report from the Office for Budget Responsibility warning that recent pension reforms will end up costing the taxpayer billions of pounds. The OBR said that new savings schemes and the removal of tax relief on […]
Investments “performing well” post Brexit, says chartered financial planner
/0 Comments/in News /by EdwardLambA Cheshire and Wirral chartered financial planner says client investments are performing strongly in the aftermath of the Brexit vote. Alan Mellor, Managing Director of Phillip Bates & Co Financial Services, has completed a comprehensive fund review – the first analysis since the shock decision in June by UK voters to leave the European Union. […]
Chartered Partnership Phillip Bates & Co unveils new look
/0 Comments/in News /by EdwardLambA leading firm of chartered accountants and financial planners has unveiled a new look. Phillip Bates & Co has undergone a rebranding programme as it aims to further build its profile across Cheshire, Wirral, Merseyside and North Wales. Phillip Bates & Co chartered accountants was established over 100 years ago with Phillip Bates & Co […]
Long-term financial planning vital in wake of Brexit vote
/0 Comments/in News /by EdwardLambLong-term financial planning is more vital than ever in the aftermath of the UK’s vote to leave the European Union, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, has been cautioning clients not to be overly concerned by the Brexit decision. Alan, whose office […]