We take our responsibilities as your chosen Chartered Financial Planner to help you make the right financial investments.

Every piece of advice we give you is specifically aimed at helping you to achieve your short or long-term financial goals.

We will spend time with you to understand your risk profile to ensure that you are totally at ease with the investments you make.

We will always aim to provide you with the right guidance and advice in line with your strategy.

Once the investments have been made, we then ensure that you are regularly updated on their progress and form an important part of client reviews. We will continue to advise when we believe changes to investments would be beneficial.

We are in a position to make use of a range of investment platforms which help to organise and monitor your finances, often without additional cost to you.

Pro-active, jargon free advice

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