Financial Advice

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

The United Nations 17 Sustainable Development Goals
150 150 Jess Easby

We discuss The United Nations 17 Sustainable Development Goals and how we align our investment portfolios to one or more of these, whilst breaking these down into environmental issues, social…

COP27
560 315 Jess Easby

By Kim Holding, Portfolio Manager On 6 November, the 27th Conference of the Parties (the name given to the United Nations’ annual climate change conferences) began. Hosted this year by…

Pensions and Divorce
560 315 Jess Easby

The average age of divorce is now 47 for a man and 44 for a woman One in seven (15%) didn’t realise their pension could be impacted by getting divorced…

Financial Advice: Enhancing People’s Lives
150 150 Jess Easby

Financial Adviser, Carol Lammy-Steele explains how she helped to enhance a client’s life by providing help and support to someone going through a divorce.

Dealing with Divorce
560 315 Jess Easby

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,…

FT Adviser Top 100
560 315 Jess Easby

We are delighted to confirm that Ellis Bates Financial Advisers have been included within FT Adviser’s Top 100 Financial Advisers again. The judging criteria is based on a number of…

Investments with Ellis Bates
150 150 Jess Easby

We put you, and what you want your money to achieve, at the very heart of everything we do. The Ellis Bates advantage for you is that our expert Investment…

Can Rishi Help?
560 315 Jess Easby

Will the new Prime Minister’s appointment help calm the turbulent investment markets? Read further on how we are balancing the short term volatility with delivering long term success By Henry…

Advantages & Disadvantages of ISAs
560 315 Jess Easby

ISAs are a type of savings plan where you can pay in lump sums and/or regular contributions. There are both advantages and disadvantages to having an ISA.

Types of ISA
150 150 Jess Easby

In this session we talk about Individual Savings Accounts (ISAs) and how they encourage saving and investing in a tax efficient way.

What is an ISA?
560 315 Jess Easby

Individual Savings Accounts (ISAs) aim to encourage UK residents to plan for their financial future by saving and investing in a tax efficient way. What is a Cash ISA? A…

Your Credit Score
560 315 Jess Easby

Where to seek help with your Credit Score https://www.experian.co.uk/consumer/guides/improve-credit-score.html https://www.moneysavingexpert.com/loans/credit-rating-credit-score/ https://www.moneyhelper.org.uk/en/everyday-money/credit-and-purchases/how-to-improve-your-credit-score https://www.which.co.uk/money/credit-cards-and-loans/credit-scores/how-to-check-your-credit-score-for-free-avgzx7h867dp https://www.citizensadvice.org.uk/debt-and-money/borrowing-money/how-lenders-decide-whether-to-give-you-credit/

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