Financial Advice

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

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…

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. Find Your Local Adviser

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. Find Your Local Adviser

What is an ISA and how do they benefit me?
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/ Find Your Local Adviser

Cost of Living Crisis
560 315 Jess Easby

Where to seek help with the Cost of Living Crisis www.moneyhelper.org.uk https://www.gov.uk/guidance/cost-of-living-payment https://helpforhouseholds.campaign.gov.uk/ https://www.gov.uk/improve-energy-efficiency https://energysavingtrust.org.uk/energy-at-home https://www.moneysavingexpert.com/ www.crisis.org.uk https://www.hsbc.co.uk/help/money-worries/no-fixed-address/ Find Your Local Adviser

Debt Management
560 315 Jess Easby

Where to seek help with Debt management www.stepchange.org www.citizensadvice.org.uk www.gov.uk/options-for-paying-off-your-debts https://www.ageuk.org.uk/information-advice/money-legal/debt-savings/debt-advice/ Talk directly to your bank/building society Talk directly to your credit card provider Find Your Local Adviser

Using a Lasting Power of Attorney
560 315 Jess Easby

Lasting Power of Attorney for Health and Welfare can generally make decisions about matters including: Where you should live Your medical care What you should eat Whom you should have…

Lasting Power of Attorney Considerations
560 315 Jess Easby

Giving someone you trust the authority to help you make decisions As someone becomes more unwell, they’re likely to and it more difficult to manage money and financial affairs, and…

Top Financial Tips
560 315 Jess Easby

In these uncertain times, it’s more important than ever to make sure your finances are in order. We have 10 practical steps to ensure your money is working hard for…

Recession-proof your Finances
560 315 Jess Easby

10 practical steps to ensure your money is working hard for you In these uncertain times, it’s more important than ever to make sure your finances are in order. The…

Economic Outlook
560 315 Jess Easby

With Policy changes, volatility and unpredictability the new norm it appears at times, a different approach is needed towards your finances and investment strategy. Ellis Bates continue to emphasise the…

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