Truly Independent
Financial Advice
As Chartered Financial Planners we are
committed to providing all of our clients
with truly independent financial advice for
all your personal and commercial needs.
We invest the time to understand your
lifestyle now and the one you want in the
future. We then work with you to achieve
your aspirations.
Our team of Chartered Financial Planners
work with you to achieve your goals.
Our commitment is to understand your
finances, agree your objectives and design
financial plans that meet your long-term
requirements.
The question we get asked more than any
other is: How much is enough?
No two clients are the same. There may
be some similarities, but each financial
plan is different.
SAVINGS & INVESTMENTS
“I have been with Phillip Bates
Financial Services since 2001 and
have been very satisfied with the way
they have helped and guided me in
planning my finances over the years.”
TOM TOPPING
PLANNING FOR RETIREMENT
WORKING WITH BUSINESSES
INHERITANCE TAX
“With three Chartered Financial Planners
in the company, all with vast experience,
it is easy for me to recommend their
services to any proposed investor.” CHARteRed fiNANCiAl PlANNeRs
COLIN WOODWARD 5 Chester Road • Neston • CH64 9PA
www.pbatesfs.co.uk
Phillip Bates & Co
Tel: 0151 353 1066