• 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

Markets steady after Trump shock

10th November 2016/0 Comments/in Uncategorised /by Sarah Lowe

Fears that the markets would tumble in the aftermath of Donald Trump’s victory in the US Presidential race have so far not materialised. Like Brexit earlier in the year, forecasts of economic doom and gloom have proven false. The BBC’s economics editor, Kamal Ahmed went as far as describing the initial hours after Trump sealed […]

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 Lowe2016-11-10 16:18:042016-11-10 16:18:04Markets steady after Trump shock

Retirement planning software

10th November 2016/0 Comments/in News /by Sarah Lowe

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 […]

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 Lowe2016-11-10 16:07:172016-11-10 16:07:17Retirement planning software

Pensions: Why the Government should stop tinkering

14th October 2016/0 Comments/in News /by EdwardLamb

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 […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/10/pexels-photo-large.jpeg 593 890 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-10-14 21:50:332016-10-14 21:50:33Pensions: Why the Government should stop tinkering

Investments “performing well” post Brexit, says chartered financial planner

3rd October 2016/0 Comments/in News /by EdwardLamb

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. […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/10/alan.png 554 724 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-10-03 14:19:172016-10-03 14:19:17Investments “performing well” post Brexit, says chartered financial planner

Chartered Partnership Phillip Bates & Co unveils new look

24th July 2016/0 Comments/in News /by EdwardLamb

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 […]

Read more
https://pbatesfs.co.uk/wp-content/uploads/2016/07/Phil-Bates-and-Alan-Mellor-outside-the-new-look-Phillip-Bates-Co-offices.jpg 388 600 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-07-24 22:10:092016-07-24 22:10:09Chartered Partnership Phillip Bates & Co unveils new look
Page 26 of 27«‹24252627›
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