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
Working with individuals, couples and businesses alike, Matthew is here to help you achieve your financial goals and be your go-to financial expert whatever your age and circumstances. Using tools…
Will you make the right decisions around your pension pot? The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax year in the Spring Budget 2023…
Head of Estate Planning, Mark Chandler, discusses the services that Ellis Bates offer around Inheritance Tax planning services and making a Will. For more information, please get in touch. Find…
The journey to financial freedom begins with a roadmap. To start you can outline your current financial situation and this will pave the way towards your desired destination – your…
There’s no one-size fits-all answer to how to build a plan for financial freedom. Building wealth is a cherished ambition for many, yet it can often feel daunting. Success in…
On 7th December we held our ‘Ask the Financial Adviser: When can I retire?’ webinar. If you missed the webinar and would like to watch the recording, please fill out…
On 22nd November we held our ‘Building, Protecting & Passing on Your Wealth’ webinar. If you missed the webinar and would like to watch the recording, please fill out the…
On 30 November, world leaders will convene for the 28th Conference of the Parties (COP28) in the UAE, part of the United Nations’ annual climate change conferences. These meetings serve…
As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially…
Maximising your earnings or laying down a robust financial plan. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady…
Revolution in family law finally removes the need for blame as a basis for divorce No one enters into marriage expecting it to end in divorce. However, for many couples,…
In our upcoming webinar on 7th December ‘When can I retire?’, our expert Financial Advisers Gary Leftley & Amy Burge showcase the steps you can take to calculate just when…