Welcome
As Chartered Financial Planners, Phillip Bates & Co Financial Services have committed to giving all our clients Independent Financial Advice of the highest possible quality.
Chartered status is awarded only to Individuals and Businesses who have achieved not only to the highest standards for technical knowledge, but also ethical practice across every element of client service.
The most important part of our service is helping you to get your financial plan right. Protecting the financial future of your family or your business is a vital part of financial planning, we can help you ensure you get this right.
- We help to make sure your Savings & Investments are set up to provide maximum growth prospects at a level of risk you are comfortable with.
- Planning for Retirement is central to most people's finances, with the complexity of today's pensions market Independent advice is the key to planning a financially strong retirement.
- Businesses and their owners have different, often complex, needs and Phillip Bates and Co Financial Services has long experience in meeting these needs and helping businesses to plan their finances more effectively for the future.
- Minimising the Inheritance Tax your family will pay on your death.
- We can arrange mortgages selected from the whole market place, choosing the best type and cost to meet your needs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".
Whatever your financial planning needs, we will work with you to achieve your goals. We will also help you choose the most effective way of paying us for the service whether by commission, fees or a combination of both. The initial meeting is usually free of cost and we will always agree how the advice is to be paid for in advance.
Call us to arrange a meeting or complete our enquiry form and we will contact you to arrange a convenient appointment.
