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Latest News

Jan to undertake Himalayas trek to raise money for Claire House

7th March 2022/0 Comments/in News /by EdwardLamb

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 […]

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Ukraine: Diversified, global approach key at times of crisis

24th February 2022/0 Comments/in News /by EdwardLamb

Waking up to reports this morning of an assault on Ukraine, one’s first thoughts are with potential loss of life and liberty and, sadly, how this may affect the rest of the world. There was an absolute inevitability that markets would fall sharply first thing. This is the result of uncertainty, more sellers than buyers, […]

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Important Changes to Trusts

8th February 2022/0 Comments/in Uncategorised /by EdwardLamb

You may have seen some headlines recently about the Trust Registration Service (TRS), which was established by HMRC in 2017.  The TRS is a register of the beneficial ownership of trusts and new rules introduced on October 6, 2020, extended the scope of the trust register.  Trustee clients need to be aware of their obligation […]

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Balanced portfolios key to combating global economic winds

8th February 2022/0 Comments/in News /by EdwardLamb

It seems that every way we look at the moment, uncertainty reigns. At home, we have the uncertainty caused by rising energy costs, the latest rise in interest rates (now 0.5% following last week’s Bank of England decision) and the corresponding concerns over people’s cost of living. Then, there is the continuing saga surrounding Prime […]

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Season’s Greetings from all our team

21st December 2021/0 Comments/in News /by EdwardLamb

Looking back at my end of year message to clients a year ago, we were still to face the most testing period of the pandemic and the UK was just days away from leaving the European Union. Despite these substantial challenges, 2021 has been a year when the markets have shown remarkable resilience and investments […]

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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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