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.
“when I approached retirement age of
65, but with the intention of continuing
working, I had some important financial
decisions to make. Alan Mellor came up
with the answers.”
Clive WAtkin, CHArtered surveyor
sAvinGs & investMents
PlAnninG FOR RetiReMent
WORkinG WitH BUsinesses
inHeRitAnCe tAX
“Alan and his team have given us high
quality and accessible services in a
confident and reassuring manner which
helps us feel very comfortable with the
investment decisions he has made on
our behalf.” CHARteRed fiNANCiAl PlANNeRs
Andy And Jill WAllis, HeswAll 5 Chester Road • Neston • CH64 9PA
www.pbatesfs.co.uk
Phillip Bates & Co
Tel: 0151 353 1066