We are able to ensure that the advice given to our clients is based on the highest standard of technical knowledge and care, applied to an in-depth understanding of clients’ needs.
Our clients are also able to take advantage of the services of our sister company and Chartered Accountants, Phillip Bates & Co.
is here to help provide advice and guidance on many different aspects of running a business including accounting, auditing, bookkeeping, budgeting, company formation, acquisition and sale and taxation.
Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.
The way we are paid by our clients is totally transparent and always agreed in advance.
We are committed to going the extra mile for our clients.
We are able to do this because we are, like many of our clients, an owner-managed, independent company that cares about our clients. We are committed to ensuring they have the right financial plan for them which will enable them to achieve their desired results.
How we are paid
This approach forms an integral part of our firm’s commitment to providing clients with clear and transparent advice.
We are proud of our status as Chartered Financial Planners. This experience and knowledge allows us to provide you with the right financial advice for your needs and circumstances.
Understanding your current financial position and your financial aspirations moving forward is an important first step in helping you to decide if you would like us to work together.
Once we have a clear picture of your status and your longer term goals, we can help you put in place a plan to meet a short-term need or a lifetime financial plan.
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.
I was totally satisfied with every aspect of the experience. I will recommend your firm, without reservation, to family and friends.
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.
I would just like to say how grateful I am for your wonderful help in putting my mind at ease over my future.
The Financial Conduct Authority (FCA) requires that we provide clients with information as part of putting in place a client relationship.
You can also download and read the following documents on this page which are provided in Adobe Acrobat format.
This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Phillip Bates & Co Financial Services Ltd for advice.
Where we have provided links to third party websites for further information, you should be aware that we are not responsible for the accuracy, availability or functionality of these sites, and thus cannot be held liable, directly or indirectly, for any loss however caused by your use of these linked sites.
Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them with. We cannot be responsible or liable for any direct or indirect loss however caused by your use of these linked sites.
The majority of this site may be accessed without your having to provide any personal or identification details whatsoever. However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess the suitability for particular products and services for your needs. If you wish us to provide advice you can telephone us to arrange a meeting, or you will need to register through the secure area of our site, or complete an enquiry form, to provide us with basic personal and contact details, and in some cases further personal data such as health and medical conditions.
4. You may access the information you have provided to us 24/7, for the purposes of viewing/ amending or updating it. Any changes you make will be stored on our secure database, and we will be notified that changes have been made.
6. We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclosure.
7. You agree that any information which you give us, including sensitive personal data as defined by the Data Protection Act 1998 such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant, product providers and anyone whom we may use to process your application on our behalf) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by the Financial Conduct Authority for investigative work, and fraud prevention agencies if requested to do so in order to meet our responsibilities under the Financial Services and Markets Act 2000 and general United Kingdom law.