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
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…
Director of Financial Planning, Ben Clapham, discusses how he helped to enhance someone’s life by helping them with their retirement planning.
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…
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.
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) 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:…
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…
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? 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? 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…
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? 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:…