We have vast experience working with a wide range of SMEs and owner managed businesses in the area of financial planning.

We regularly assist businesses in helping to ensure they have the right business protections and insurances in place as well as working closely with them to ensure they pay no more tax than necessary.

Where necessary, we are also able to turn to our sister company and Chartered Accountants Phillip Bates & Co Ltd which is able to provide a comprehensive range of business services.

Please get in touch if you would like to discuss how we can provide your business with the right financial advice.

Continuous monitoring as your circumstances change

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

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