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
Professional financial advice matters by helping you make informed decisions about how to best allocate your resources. Financial planning is a crucial step towards achieving financial freedom and security. By…
Cost of living and retirement Over 2.5 million people aged 55+ think they will work beyond their state pension age. 23% are uncertain of how long their retirement savings will…
The benefits of cash flow modelling are forecasting your future finances. Cash flow modelling is a way of planning and analysing your financial goals and sits central to the financial…
Over a third of over-55s think they will work beyond their state pension age. We are witnessing a surge in the number of people giving retirement a second thought due…
State Pension boosting deadline extended to April 2025 Ensure you are eligible to receive the full State Pension Consider buying extra National Insurance Contributions. You have until April 2025. The…
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…