Ellis Bates Financial Advisers
Keeping you up to date with investment market insights and financial planning top tips
With Policy changes, volatility and unpredictability the new norm it appears at times, a different approach is needed towards your finances and investment strategy. Ellis Bates continue to emphasise the…
This session looks at how how the strategy of diversification among investments can be used to reduce risk when investing.
The UK’s new Chancellor Kwasi Kwarteng unveiled “The Growth Plan 2022” which marks a step change in government policy, both financially and ideologically. The view of the new government is…
There is a significant gender confidence gap when it comes to managing pension pots The following table shows the large difference in women and men being confident in pensions, investments…
Whether you are just starting out on your financial journey or an experienced investor, taking professional financial advice is an important step to ensure your plans are on track.
Women left with half the pension pot, no matter the job. We’ve all heard about the gender pay gap, but very few discuss the gender pensions gap, despite the fact…
Worries about retirement, research has found: 52% of 1,212 UK adults surveyed are concerned they have not saved enough money to sustain their current lifestyle in retirement 34% of full…
We look at how to work out the amount of income you could need in retirement and why it is important to have a plan in place to ensure you…
Step One: think ahead to the type of retirement you want The first step is always to have an idea of what you want to do when you eventually stop…
Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research 78% of non-retired married people do not know what their spouse’s pensions…
With a flexible pension drawdown, if you’ve passed away and your partners passed away the funds can actually pass down to your children and their children, so the family always…
When it comes to marriage and money, it’s good to talk! Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More…
