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Our Newsletters

News from Philip Bates & Company

news and comment

Up-to-the-minute financial news from various sources

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Testimonials

We found Helen and the rest of the team very helpful. We were given clear information about my annuity product and other relevant products. We would highly recommend your firm when speaking to friends and colleagues who are seeking financial advice.

Mrs C Moses, Yetholm, 29 Jun 2011

I was totally satisfied with every aspect of the experience. I will recommend your firm, without reservation, to family and friends.

Mr S Morris, Wrexham, 28 Jun 2011

I was impressed by the quality of service, lack of sales pressure and the careful consideration of what was best for my needs.

Mr J Vinter, Chichester, 28 Jun 2011

Thank you so much for the the service you have provided in setting up my annuity. I have found the service extremely efficient, which surely must have speeded up the process. It has been a pleasure doing business with you.

Mr R Thompson, Durham, 13 May 2011

My adviser was clear and professional in every aspect of the service.

Ms J Scobling, St Albans, 10 Mar 2011

After contacting six annuity providers online your service stood out by a mile.

Mr L Bateman, Woodleigh, 10 Mar 2011

I could not have had a better adviser. Helen Brown did an excellent job of guiding me through what could have been a stressful time.

Mr P Cleary, Swindon, 10 Mar 2011

I would like to thank you for the excellent way in which you handled this for me. It is a refreshing change to find someone that doesnt need constant chasing to get a job done. I will certainly recommend you to my friends.

Mr C Westlake, Tonbridge, 13 Feb 2011

I want to thank you for your excellent handling of my annuity arrangements. Your initial emails provided clear explanations of the various types of annuity available and helped me to decide on the most suitable option for my circumstances. Once the decision on the annuity had been made, you processed the paperwork without delay, kept a check on progress at the annuity provider and kept me well informed.

Mr A Gidlow, Colchester, 3rd Feb 2011

What was a complicated issue with a range of options open to me was discussed and explained carefully. I felt that the decision I reached was much better informed following the discussions.

Mrs L Buckingham, Wirral, 11th Jan 2011

The whole process was very easy and done in almost no time - superb service.

Mr M Nichols, Isle of Wight, 4th Dec 2010

I approached your firm with no knowledge of anything regarding pensions and annuities. I was made to feel much more at ease with everything due to Helen Brown, who I found to be excellent in every aspect. She is an absolute credit to your company.

Mr Fraczek, Brechin, 14th Nov 2010

I found your service second to none. Many thanks.

Mr Warrington, Sheffield, 15th Nov 2010

We were nervous about going online and using an unknown company but were reassured by your website, which is professional and has a photograph of our adviser, who was equally professsional and put us at our ease. Google Street View also showed that you are a locally established company and not a large and faceless organisation.

Mr & Mrs Chapman, Cambridge, 18th Nov 2010

I would just like to say how grateful I am for your wonderful help in putting my mind at ease over my future.

Mr M Smith, Mirfield, 22nd Oct 2010

Youre doing a great job for people like us.

Mr & Mrs Peart, Sedgefield, 2nd Nov 2010

I am delighted with the way that my aspirations were always considered first, throughout the consultation process.

Mr Lawrence, Oldcotes, 29th Nov 2010

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

Phillip Bates and Co Financial Services Ltd,independent financial advisers, IFAs, personal financial planning, corporate financial advice, Neston, Cheshire, UK

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