Latest News

Alan Mellor appears on BBC 5 Live’s ‘Wake Up to Money’

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

Resolution accredits Bates FS

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 […]

Bates & Co Financial Services welcomes two new starters

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 […]

Election shock sees markets remain steady

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 […]

Planning for the future

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 […]

Continuous monitoring as your circumstances change

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

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