You could be forgiven for thinking that the issue of rising inflation and interest rates had come out of nowhere given the frenzied doom and gloom among some sections of the media. But, as regular readers of this newsletter will know, the onset of tougher financial conditions was something that had long been anticipated. The […]
https://pbatesfs.co.uk/wp-content/uploads/2022/01/Bates-FS-Outdoor-Team-photo.jpg8001000EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-05-15 23:04:222022-05-16 11:06:12Diversification key to riding out economic storms
We are delighted to announce that Helen Brown has been included in a prestigious guide of the UK’s top financial advisers. Helen, a Chartered Financial Planner at Phillip Bates & Co Financial Services, features in the newly published ‘VouchedFor’s 2022 Top Rated Financial Adviser Guide’, produced in conjunction with The Times newspaper. Helen was one […]
https://pbatesfs.co.uk/wp-content/uploads/2022/01/Helen-photo.jpg8001000EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-04-07 07:38:002022-04-06 09:40:56Helen named in prestigious UK guide
We continue to be shocked and concerned at the unfolding humanitarian crisis in Ukraine and the senseless loss of life. I have had a few questions from clients asking how the conflict and the sanctions being imposed on the Russian regime may affect portfolios. The reassuring answer I can give you is that our clients’ […]
https://pbatesfs.co.uk/wp-content/uploads/2022/03/pexels-photo-11477798.jpeg15002132EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-03-27 20:49:432022-03-27 20:49:44Ukraine: An Update
The Chancellor’s Spring Statement did not make for easy listening last week. Rishi Sunak’s announcements on the raising of the National Insurance threshold by £3,000 and the 5p a litre cut in fuel duty were welcome. Likewise, the promise that he would reduce the basic rate of income tax from 20p to 19p in 2024 […]
This month will see Jan Jones, one of our colleagues at Phillip Bates & Co, raising money for children’s hospice Claire House, by trekking in the Himalayas. Jan, part of our accountancy team, will be travelling to Nepal to trek to Everest Base Camp, a trek of over 80 miles at high altitude and temperatures […]
https://pbatesfs.co.uk/wp-content/uploads/2022/03/pexels-photo-4360449.jpeg15002000EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-03-07 22:16:322022-03-07 22:16:58Jan to undertake Himalayas trek to raise money for Claire House
Diversification key to riding out economic storms
/0 Comments/in News /by EdwardLambYou could be forgiven for thinking that the issue of rising inflation and interest rates had come out of nowhere given the frenzied doom and gloom among some sections of the media. But, as regular readers of this newsletter will know, the onset of tougher financial conditions was something that had long been anticipated. The […]
Helen named in prestigious UK guide
/0 Comments/in News /by EdwardLambWe are delighted to announce that Helen Brown has been included in a prestigious guide of the UK’s top financial advisers. Helen, a Chartered Financial Planner at Phillip Bates & Co Financial Services, features in the newly published ‘VouchedFor’s 2022 Top Rated Financial Adviser Guide’, produced in conjunction with The Times newspaper. Helen was one […]
Ukraine: An Update
/0 Comments/in News /by EdwardLambWe continue to be shocked and concerned at the unfolding humanitarian crisis in Ukraine and the senseless loss of life. I have had a few questions from clients asking how the conflict and the sanctions being imposed on the Russian regime may affect portfolios. The reassuring answer I can give you is that our clients’ […]
Spring Statement highlights inflation concerns
/0 Comments/in News /by EdwardLambThe Chancellor’s Spring Statement did not make for easy listening last week. Rishi Sunak’s announcements on the raising of the National Insurance threshold by £3,000 and the 5p a litre cut in fuel duty were welcome. Likewise, the promise that he would reduce the basic rate of income tax from 20p to 19p in 2024 […]
Jan to undertake Himalayas trek to raise money for Claire House
/0 Comments/in News /by EdwardLambThis month will see Jan Jones, one of our colleagues at Phillip Bates & Co, raising money for children’s hospice Claire House, by trekking in the Himalayas. Jan, part of our accountancy team, will be travelling to Nepal to trek to Everest Base Camp, a trek of over 80 miles at high altitude and temperatures […]