About Us - Chartered Financial Planners
Phillip Bates & Co Financial Services are proud to have been awarded Chartered Financial Planner status by the Personal Finance Society.
The PFS sets standards within the profession to benefit and protect consumers. As a condition of membership, members have to commit to continuous professional development, through learning and examination, to make sure their knowledge is up to date.
To become a Chartered Financial Planner, individuals have to complete a suite of qualifications to the level of bachelor degree (BA, BSc). All Chartered Financial Planners have the highest ethical standards as we are obliged to comply with the Society’s Code of Ethics and Conduct.
You can expect Phillip Bates & Co Financial Services as members to demonstrate and uphold these values in all our dealings with you:
- Integrity
- Professionalism
- Compliance
- Competence
- Confidentiality
- Objectivity
