Company Information

Get to know PHILLIP BATES & CO FINANCIAL SERVICES LIMITED

Founded in 1992, Phillip Bates & Co Financial Services is an established firm of Independent Financial Advisers (IFAs) that has achieved the prestigious 'Chartered Financial Planners' title from the Chartered Insurance Institute (CII). The company is dedicated to providing holistic and bespoke financial planning advice to both individuals and corporate clients. Their mission focuses on building long-term client relationships to help them make the most of their money through services covering pensions, investments, inheritance tax planning, and protection.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PHILLIP BATES & CO FINANCIAL SERVICES LIMITED

United Kingdom

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.