Financial Advice

Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips

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Navigating the Financial Aspects of Divorce
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We understand the complexities of divorce and finances and are here to help you make informed decisions. If you’d like more information on Pensions and divorce, please download our free…

Millions may have to rethink their retirement plans
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More than one in ten have mortgage debt in the final decade before they retire Two-thirds (67%) of Britons admit to having debt that is weighing them down, according to…

Meet the Financial Adviser: Dax Bayley
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Dax prides himself on building long term relationships with his clients by providing truly bespoke, holistic financial planning. He takes a great deal of time and care in understanding your…

Debt and Retirement Planning
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Navigating the world of finance can be daunting, with numerous options and decisions to make. That’s where we come in. Get in contact to discuss your retirement planning needs: Find…

Understanding Employee Benefits
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The benefits of offering your employees access to financial planning are well documented – reduced stress and better health being the most important, with improved financial education leading to better…

Salary Exchange
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Pension salary exchange –more than ever before, the perfect ‘win-win’ for both employees and employers. According to Personnel Today, almost 40% of businesses in the UK do not offer salary…

Retirement Cash Flow Modelling
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Assessing your current and projected wealth, income and expenses  Retirement planning is of utmost importance, regardless of your income or wealth. It ensures a steady income stream after retirement and…

Understanding Pension Schemes
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Retirement forecasting can be tricky and that’s where the cash flow forecast software comes into its own, helping you visualise your expenditure, income and preferred lifestyle. Cash flow forecasting is…

The Retirement Cash Flow Planning Process
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Are you looking to create your retirement cash flow plan?  Contact us now for more information. We assist you in analysing your current financial situation and creating a customised plan…

Financial Wellbeing Services
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Ellis Bates financial wellbeing presentations provide valuable information, tools, and strategies to help individuals improve their financial health and make better financial decisions. What are the benefits? Increased Employee Engagement…

Meet the Financial Adviser: Gary Leftley
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Gary is passionate about providing trusted advice and education across all areas of retirement and tax planning, investments and protection, providing a holistic financial planning service. Gary works extensively with…

Take your ISA to the max
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ISAs are one of the most straightforward ways to achieve tax-efficient gains. Remember you can currently invest up to £20,000 this tax year in an ISA, so a couple can…

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