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

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. […]

Chartered Partnership Phillip Bates & Co unveils new look

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 vital in wake of Brexit vote

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 […]

Helen Brown named among top 250 financial advisers in the UK

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 […]

Budget paves way for future pension upheaval

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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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