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
Financial Adviser, Andy King, discusses flexi-access drawdown. Flexi-access drawdown is one of the pension fund options at retirement and can also be referred to as flexible retirement income, or flexible…
Grow and protect your pension, both now and in the future. For most, retirement will be funded in the main by a pension. It is therefore vital you have a…
Ensure your retirement strategy meets your needs and goals Pension annuities Benefits Risks Provides guaranteed income for life and cannot be affected by market fluctuations. If you pass away shortly…
Financial Planner, Amy Burge, explains what Pension Drawdown is, what pension planning services we offer and how she has helped a client with their pension planning.
Make sure your retirement strategy meets your needs and goals. It’s important to make a well-informed decision when it comes to deciding what to do with your pension pot: drawdown,…
Pensions and retirement planning can seem complex and overwhelming. If you are planning to retire within the next 10 years, you need to ask yourself these 6 questions: What impact…
Cash flow modelling is a way of planning and analysing your financial goals. Our Financial Advisers use sophisticated cash flow forecasting software to project your goals over time and consider…
Planning your finances to be sustainable for the long term is key. There are signs and targets that can signal that you are prepared to retire, but it can be…
The impact of climate change has spurred many to take action and live more sustainably in the last 12 months. Socially Responsible Investing (SRI) has always been at the heart…
Investment Analyst, Jenny Farrell, explains the environmental impact on SRI portfolios. This is concerned with the conservation of the natural world and environmental criteria may include a company’s energy use,…
Climate Concerned? – You can choose a Socially Responsible Sustainable ‘Green’ Pension Fund Nearly two-thirds of people in the UK more concerned about climate change. The impacts of climate change…
The UK tax system is notoriously complex, but the benefits of structuring your finances tax efficiently can be significant.