Phillip Bates & Co Financial Services Ltd

We are Independent Financial Advisers and are proud to be Chartered Financial Planners. 
As such, we are committed to the knowledge, qualifications and ethics of our professional body.

We have taken the time and trouble to increase our knowledge and professionalism to ensure we can meet thoroughly our clients needs and expectations.

We go the extra mile to exceed client expectations and commit to actively reviewing plans on a regular basis, thus maintaining successful long-term client relationships. 

Time has been spent developing our expertise in several areas to make sure the advice we give is the best it can be and we have advanced qualifications and specialisms in the following areas:-

Pension and Retirement Planning
Investment Management
Trust and Estate Planning

We also have a bespoke 'At Retirement' advisory service, offering tailored advice for those approaching retirement and considering pension income options. 

Increased pension flexibility now means an increased number of options at retirement including: 

Lifetime Annuities
Investment Backed Annuities
Fixed Term Annuities
Flexi-Access Drawdown
Guaranteed Income Options
A combined approach

We are very proud to be an independent company who remain small enough to really care about our clients, offering a personal and friendly service which they really value.