A leading Cheshire chartered financial planners has celebrated its 25th anniversary. Phillip Bates & Co Financial Services marked the occasion with a party at The Neston Club attended by staff and some of the firm’s longest-standing clients. The eight-strong team is based in Neston and covers Cheshire, Wirral, Merseyside and North Wales, providing independent financial […]
A question I am increasingly being asked by clients is whether a change in Government has a significant effect on the financial markets. The question is an interesting one given that next year will see a General Election in the UK and a US Presidential Election. As things stand, the polls suggest that both Prime […]
https://pbatesfs.co.uk/wp-content/uploads/2022/07/pexels-photo-460672.webp15002179EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2023-10-13 11:54:192023-10-13 11:54:21October 2023 – What impact does a change of Government have on the financial markets?
Celebrating our 25th anniversary This November will see us celebrate a special milestone as it is exactly 25 years since Phillip Bates & Co Financial Services opened for business. Many of our clients have been with us for much or all that time while, for others, we have started acting for you in more recent […]
Prime Minister Rishi Sunak came in for a fair bit of criticism at the weekend for telling the British public to “hold our nerve, stick to the plan and we will get through this”. The PM’s interview with the BBC’s Laura Kuenssberg followed the announcement by the Bank of England that it was raising its […]
Recent stories in the press have raised concerns about pension planning or, rather, the lack of it. The Institute for Fiscal Studies has launched a wide-ranging review of the pension system, looking at whether people are saving enough and if more support is needed for people to use their funds appropriately. The Pensions Review is […]
https://pbatesfs.co.uk/wp-content/uploads/2023/04/pexels-photo-1024989.jpeg8011200EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2023-04-25 14:25:062023-04-25 16:16:50Pensions: Importance of planning for the future
Chartered Financial Planners celebrates 25th anniversary
/in NewsA leading Cheshire chartered financial planners has celebrated its 25th anniversary. Phillip Bates & Co Financial Services marked the occasion with a party at The Neston Club attended by staff and some of the firm’s longest-standing clients. The eight-strong team is based in Neston and covers Cheshire, Wirral, Merseyside and North Wales, providing independent financial […]
October 2023 – What impact does a change of Government have on the financial markets?
/in NewsA question I am increasingly being asked by clients is whether a change in Government has a significant effect on the financial markets. The question is an interesting one given that next year will see a General Election in the UK and a US Presidential Election. As things stand, the polls suggest that both Prime […]
Newsletter – September 2023
/in NewsCelebrating our 25th anniversary This November will see us celebrate a special milestone as it is exactly 25 years since Phillip Bates & Co Financial Services opened for business. Many of our clients have been with us for much or all that time while, for others, we have started acting for you in more recent […]
Sticky inflation highlights importance of long-term approach
/in NewsPrime Minister Rishi Sunak came in for a fair bit of criticism at the weekend for telling the British public to “hold our nerve, stick to the plan and we will get through this”. The PM’s interview with the BBC’s Laura Kuenssberg followed the announcement by the Bank of England that it was raising its […]
Pensions: Importance of planning for the future
/in NewsRecent stories in the press have raised concerns about pension planning or, rather, the lack of it. The Institute for Fiscal Studies has launched a wide-ranging review of the pension system, looking at whether people are saving enough and if more support is needed for people to use their funds appropriately. The Pensions Review is […]