independent financial advisers

Our Services

We are able to advise and provide solutions to a wide range of areas such as:-

• Life Assurance
• Pensions Planning
• Investment Advice
• Offshore Financial Planning
• Planning to mitigate Inheritance Tax
• Long Term Care
• Financial planning for Businesses
• Tax Planning
• Mortgage Advice

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".

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The Financial Services Authority does not regulate National Savings, Cash ISAs, or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Phillip Bates & Co Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 469998

Phillip Bates & Co Financial Services Ltd
Registered Address:
5 Chester Road
Neston
Cheshire
CH64 9PA
Registered in England & Wales, No. 3637771