Ellis Bates Financial Advisers
Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips
Check you are entitled to full State Pension, the deadline has been extended for topping any missing National Insurance Contributions. Chartered Financial Planner, Colin Welsh, discusses the increase to the…
Check you are entitled to full State Pension, deadline extended for topping any missing National Insurance Contributions. The deadline to top up missing national insurance years between 2006 and 2016…
Time to talk: Have you talked about your Will? 57% of parents haven’t spoken to their adult children about their Will 24% of adults haven’t discussed making a Will with…
Statistics show that 22% of adults aged 75 years and above have no will, along with 39% aged between 65 and 74. Having a Will in place is essential to…
Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or…
4 reasons it might be time to retire Are you asking yourself ‘Can I retire or do I need to work longer?’ 1. Time is the only non-renewable currency Are…
Regional Manager and Financial Planner, Dax Bayley, outlines how financial advice can benefit you in your retirement planning. We will work together to create a holistic, comprehensive financial plan to…
6 Questions to ask yourself for a secure financial future The concept of retiring is an attractive prospect for many people. Having the freedom to enjoy life and pursue hobbies…
World Environment Day was created in 1972 by the UN General Assembly and is held annually on 5 June. The day encourages millions of people across the world to help protect…
In this video we take into consideration the social and governance side of ESG investing. We explore people and relationships, human rights, labour standards, employee engagement and gender and diversity.…
Over the past few decades, there has been a growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This type of…
7 questions to ask as your retirement approaches How can I locate all of my pensions? What is the value of my pension? When can I take my pension? How…