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
Make full use of your relevant tax planning opportunities With the tax year end (5 April) on the horizon, taking action now may give you the opportunity to take advantage…
Why parents should look to Christmas investment gifts instead of toys. With the festive season approaching, have you thought about gifting your children or grandchildren something different this year? Giving…
How to create a personal financial plan in 8 steps When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea…
Social and environmental good as well as financial returns Building wealth for the future is important, but increasingly people want their investments to do more than make money and ethical…
Are you scared of running out of money in retirement? It has been well recognised that many are simply not saving enough into their pension pots for retirement. To avoid…
Craving a better work/life balance? Wanting to spend more time with family and friends? Yearning to get on with that bucket list that you haven’t quite finished or even started? You are not alone. The pandemic…
Has lockdown lifted your savings? A lot of people have shifted the way they think about life due to Covid-19. Families have focused on staying healthy and having a healthier…
Changing Face of Investor Ethics and Behaviours The coronavirus (COVID-19) pandemic has prompted an evolution of ESG investing. It has caused the desire to move into ethical and sustainable investing…
Time for pensions to contribute towards building a better world New landmark report from the United Nations on the state of climate science. As we have been witnessing in recent…
Helping you look forward to a hard-earned retirement – with a whole of life financial plan A potential client approached Ellis Bates with several clear goals in mind, namely to…
Pension Awareness Day Are you financially match fit for the future? Its Pension Awareness Day, which started back in 2014 by the team at Pension Geeks and aims to highlight…
Steps towards a better financial future – grow, protect and transfer your wealth Financial planning is a step-by-step approach to ensure you meet your life goals and achieve a better…