Ellis Bates Financial Advisers
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It is not only potential fraud victims that we try to help, but also people who may have experienced unsuitable or inappropriate advice. Before contacting Ellis Bates, a client was…
A married couple came to see us after the husband became disabled and no longer felt he could deal with their finances. Despite previously taking care of everything, he asked…
In early 2020 we received a call from an elderly gentlemen who had been advised by his bank to contact a professional independent financial adviser. This followed the banks concerns…
Acting in your best interests A client of Ellis Bates rang their Adviser after looking online for an interest rate for a savings account. One of the websites they visited…
We were contacted by a widowed man who was 60 and wanted to work less hours due to aches and pains, but didn’t think that he could afford to. We…
One of our existing clients lived in Leicestershire and had always wanted to move back up to the North of England. They had seen their perfect house but were not…
A married lady of 52, with an 11 year old son contacted Ellis Bates to explore a way in which she could retire early, as the thought of working up…
All views expressed in this article are those of the author Roger Martin-Fagg and do not necessarily represent the views of Ellis Bates Financial Advisers. In this update I will…
By Grant Ellis, Director Ellis Bates Group Let’s face it – Financial Advisers have a bit of an image problem. In the public’s mind they probably rank alongside bankers, second-hand…
Navigating Change (Again) “She stood in the storm, and when the wind did not blow her way, she adjusted her sails.” – Elizabeth Edwards 2020 has been interesting. To the…
By Grant Ellis, Director Ellis Bates Group In the spring of 2007 I hosted a conference for a group of insurance professionals. One of the most popular speakers was my…
All views expressed in this article are those of the author Roger Martin-Fagg and do not necessarily represent the views of Ellis Bates Financial Advisers. Last weekend the Daily Telegraph…