Financial Advice

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

When should I contact a Financial Advisor?
560 315 Jess Easby

At Ellis Bates we use sophisticated cash flow modelling software which will help you to visualise your financial future and life goals and the financial actions you need to take…

Enhancing People’s Lives
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Director of Financial Planning, Ben Clapham, discusses how he helped to enhance someone’s life by helping them with their retirement planning.

FT Advisers Top 100
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We are delighted to announce that Ellis Bates are once again in the FT Advisers Top 100 Financial Advisers 2023. This annual ranking of the 5500+ advice firms in the…

Pensions and Divorce
150 150 Jess Easby

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

Divorce and Finances
560 315 Jess Easby

Protecting your assets and preparing you for going forward on your own. Divorce involves many loose ends, both emotional and financial. It can generate high levels of uncertainty and financial…

EB Retirement Income Strategies (EBRIS)
560 315 Jess Easby

EB Retirement Income Strategies (EBRIS) In 2023, in response to client demand, we developed our EB Retirement Income Strategies (EBRIS). EBRIS is a combination of our Income and Growth portfolios:…

What is an Annuity?
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An annuity is a financial product whereby an individual provides an upfront capital amount in exchange for regular income payments for a specified period of time. The rate of income…

Income in Retirement
560 315 Jess Easby

Put simply, an individual’s life can be split into two phases: the accumulation phase, and the decumulation phase. Accumulation Phase Decumulation Phase Most retirement planning advice focuses on the accumulation…

What is an Equity?
560 315 Jess Easby

What is an Equity? An equity is a share of ownership in a company. An investor who owns the shares (a shareholder) is therefore a part-owner of the company, and…

What is a bond?
560 315 Jess Easby

What is a Bond? Bonds are debt instruments issued by governments and companies, as a way of raising money for new projects, business expansion, or other expenditures. Bonds are typically…

Invest for income
560 315 Jess Easby

What is Investing for Income? Income investing is often thought of as a way of creating an income in retirement. It is also a valid strategy to generate an ongoing…

What is ESG investing?
560 315 Jess Easby

What is ESG Investing? ESG investing is a criteria used to screen potential investments. Environmental: Assessment of the impact companies are having on the planet today and in the future. Social:…

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