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The Philip Bates financial services team
Cheshire-based Chartered Financial Planners Phillip Bates & Co Financial Services now has three Chartered Financial Planners in its team. The company 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, join managing director Alan Mellor in becoming Chartered after passing their exams with flying colours. Alan Mellor said: “As a firm we are immensely proud of our Chartered status and it is something th... You can carry on reading for free, but you have reached the maximum number of pages an unregistered user can view. To register for an account, click here or login below...