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Latest News

Long-term financial planning vital in wake of Brexit vote

27th June 2016/0 Comments/in News /by EdwardLamb

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 […]

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https://pbatesfs.co.uk/wp-content/uploads/2013/04/IMG_5337-1024x849.jpg 849 1024 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-06-27 10:10:052016-06-27 10:10:05Long-term financial planning vital in wake of Brexit vote

Helen Brown named among top 250 financial advisers in the UK

18th April 2016/0 Comments/in News /by EdwardLamb

A leading financial adviser has been named among the top 250 advisers in the UK. Helen Brown, who works for Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services, appeared in the list compiled by vouchedfor, the national website helping people find trusted professional advisers. Helen was one of just 12 advisers from Cheshire […]

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https://pbatesfs.co.uk/wp-content/uploads/2016/02/Helen-Brown.jpg 400 400 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-04-18 20:01:522016-04-18 20:02:11Helen Brown named among top 250 financial advisers in the UK

Budget paves way for future pension upheaval

17th March 2016/0 Comments/in News /by EdwardLamb

Future pensions upheaval remains a strong possibility following the Budget, according to a leading chartered financial planner. Alan Mellor, Managing Director of Cheshire-based Phillip Bates & Co Financial Services, believes Chancellor George Osborne may delayed further changes until the Europe referendum is out of the way. Alan, whose offices are in Neston, said: “Radical pension […]

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https://pbatesfs.co.uk/wp-content/uploads/2013/04/IMG_5337-1024x849.jpg 849 1024 EdwardLamb https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png EdwardLamb2016-03-17 12:49:272016-03-17 12:49:27Budget paves way for future pension upheaval

Chartered Financial Planner issues pre-Budget warning

29th February 2016/0 Comments/in News /by EdwardLamb

Business owners and high earners are being warned to take pre-emptive action ahead of next month’s Budget. Alan Mellor, Managing Director of Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services, says the Chancellor could announce further pension changes in his Budget statement. In his post-election Budget last year, George Osborne said he would […]

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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
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