Our sister company, Phillip Bates & Co Financial Services, works with clients across the UK helping them to put in place the best possible financial and retirement plans. It is their role as Independent Chartered Financial Planners to help you choose the most suitable investments to help you meet your financial objectives.
They will put in place the most appropriate investment strategy to meet your needs and the one that is best suited to your investment attitude and tax position.
They are committed to understanding your finances, agreeing your objectives and then designing the financial plan to meet with your requirements.
Their experienced team acts for individuals and businesses on savings and investments, retirement planning, pensions, life assurance, health insurance, mortgages and many other aspects of financial life.
They are committed to providing our and their clients with a clear, transparent service with their initial meeting usually being free of charge.