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Phillip Bates & Co adds further chartered financial planners

  • By Neil Martin

Cheshire-based chartered financial planners Phillip Bates & Co Financial Services now has three chartered financial planners in its team.

The company said it is one of only a handful of firms in the region to have chartered financial planner status.

Helen Brown, Senior Financial Planner and Margo Dorozik, Client Service Manager, joined Managing Director Alan Mellor in becoming Chartered after passing their exams.

Mellor said: “As a firm we are immensely proud of our Chartered status and it is something that Margo and Helen have worked extremely hard for. They thoroughly deserve all that they have achieved.

“Helen and Margo’s qualifying is further recognition of our commitment to delivering high quality financial planning services to our clients.”

The company also has welcomed two new starters – Nicky Wilson has joined the firm as Client Service Manager and Joanne McGarry as Administrator.

Mellor added: “We are delighted to welcome Nicky and Joanne to the team.

“Nicky has lots of experience in the IFA market and wider experience in planning for small businesses. In her role, Nicky will be managing the client investment experience and providing clients with effective information in a timely and understandable format.

“Joanne has a decade of experience at IFAs on the Wirral and will be a key cog in the administration of our clients’ affairs, ensuring that we carry out their financial plans effectively.”

The firm works with clients across Cheshire, Wirral, Merseyside and elsewhere from its offices in Neston.

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