Phillip Bates & Co Financial Services Limited
aka Phillip Bates & Co Financial Services Limited
About
Truly independent financial advice for all your personal and commercial needs Previous Next 1 2 3 Welcome to Phillip Bates & Co. The team at Phillip Bates Co is committed to providing all of our clients with truly independent financial advice for all your personal and commercial needs. We are Chartered Financial Planners, a status only awarded to individuals and businesses which have demonstr...
Source: pbatesfs.co.ukContact & Location
Regulatory Information
- FRN
- 469998
- Status
- Authorised
- Date Authorised
- 2 January 2008
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 03637771
- Company Status
- Active
- Incorporation Date
- 24 September 1998
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (8)
Phillip Neil Bates
ApprovedAlan John Mellor
ApprovedCertifiedHelen Clare Brown
CertifiedElizabeth Jane Webster
CertifiedPhilip John Holbrook
No longer requiredKelly Louise Davies-Jones
No longer requiredMichael Colin Martin
No longer requiredDiane Hamlin
No longer required
Google Reviews
1 review on Google
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Quick Facts
- Neston, North West
- 18 years FCA-authorised
- 11 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 03637771
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.