The team at Phillip Bates & Co Financial Services is able to make a comprehensive assessment of any existing pensions, some of which may be performing poorly.

We can either demonstrate that your pensions are on track or, if necessary, recommend steps to ensure your pensions are playing a key part in your long-term financial planning.

We can also advise clients on Stakeholder Pensions and SIPP’s (Self Invested Personal Pension) which can also make a big difference to your planning.

One area we have a lot of experience is advising clients on commercial property investments, helping to ensure that you achieve the most tax efficient returns.

Call us now for a free initial consultation or email

Truly independent financial advice for all your personal and commercial needs

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