• Twitter
  • Facebook
  • LinkedIn
  • Mail
Tel: 0151 353 1066 | Email: mail@pbatesfs.co.uk
Bates Financial Services
  • Home
  • About
    • Our team
    • What makes us different
    • How we are paid
    • How we work
    • Testimonials
    • Legal information
    • Privacy statement
  • Services
    • Pensions
    • Investments
    • Life assurance
    • Health insurance
    • Corporate
    • Taxation
    • Annuities
  • News
  • Free call back
  • Contact
  • Personal Finance Portal Login
  • Menu Menu

Latest News

Neston Fund appeals for projects

19th January 2017/0 Comments/in News /by Sarah Lowe

Our sister company, Phillip Bates & Co chartered accountants is one of the founders of the Neston and District Community Fund. The Fund, which was launched in 2015, wants to hear from organisations tackling social issues such as youth crime, drug rehabilitation and elderly isolation. It was set up to specifically support the work of […]

Read more
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 Lowe2017-01-19 13:36:282017-01-19 13:36:28Neston Fund appeals for projects

Inheritance Tax changes explained

19th January 2017/0 Comments/in News /by Sarah Lowe

We are working closely with a number of our clients ensuring they are able to make the most of important changes to inheritance tax rules announced in the 2015 Budget. If you own a property worth up to £1million, you can leave it to your children or grandchildren completely free of inheritance tax as from […]

Read more
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 Lowe2017-01-19 13:35:372017-01-19 13:35:37Inheritance Tax changes explained

PM spells out Brexit vision

19th January 2017/0 Comments/in News /by Sarah Lowe

After months of uncertainty, Prime Minister Theresa May has finally laid out her vision of post-Brexit Britain. In a 43-minute speech on Tuesday, Mrs May went into some detail about her 12 negotiating objectives. The Government made it clear that this will be the Prime Minister’s only statement on the matter before the start of […]

Read more
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 Lowe2017-01-19 13:34:302017-01-19 13:34:30PM spells out Brexit vision

Beware the scammers

19th January 2017/0 Comments/in News /by Sarah Lowe

One of the downsides to the ever advancing technology is the ease with which people can fall prey to so called scammers. I heard recently about a fellow professional who was caught out in an unfortunate and, ultimately, expensive sting. He was contacted by email by the scammer masquerading as a client asking him to […]

Read more
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 Lowe2017-01-19 13:33:332017-01-19 13:33:33Beware the scammers

Autumn Statement is just what business needs – but heed pension warning

24th November 2016/0 Comments/in Uncategorised /by EdwardLamb

The Government’s first – and last – Autumn Statement will be remembered for its sensibleness. When faced with a crisis, Ronald Reagan had a catchphrase: “Don’t just do something. Stand there.” May’s Chancellor is cut from the same cloth. Philip Hammond is not about fancy initiatives, meddling too much or tweaking things for the sake […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/11/coins-currency-investment-insurance.jpg 627 940 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-11-24 12:01:002016-11-24 13:59:59Autumn Statement is just what business needs – but heed pension warning
Page 25 of 28«‹2324252627›»
Request a callback

Leave your details with us now and a member of our team will be in touch shortly

Contact us now

Ready to talk? Call or email us today

News Centre

Stay informed of the latest news and information via our News Centre

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.

Contact us today

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
Scroll to top