Financial Advice

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

How can I invest in green pensions?
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Sustainable investing is growing ever more popular due to the impact of climate change. Financial Advisor, Gary Davies, outlines the growing popularity and availability of investing in green pension funds.…

Ethical Investing
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By Kim Holding, Portfolio Manager The world of ethical, responsible and sustainable investing is very fast moving and becoming increasingly complex. Not a day seems to go by without a…

Preparing for retirement
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Preparing for retirement Here are the top four things you can do to prepare for retirement: 1. Prepare a budget One of the most important things you can do is…

The benefits of financial advice when planning for retirement
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Taking financial advice can help clear any confusion when planning for retirement. Financial Planner, Gary Davies, explains the overall benefits of financial advice when planning for retirement. Read our latest…

Financial Wellbeing
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More than 24.5 million people are financially disengaged. Do you often review your finances? Or are you one of those people who just hope for the best? Although managing finances…

6 ways women could boost their pension pots
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6 ways women could boost their pension pots Contribute as much as you can to your pension – and start early Check the charges on your pots & see if…

Financial advice for women
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Only 16% of Financial Advisors in the UK are women, compared to 84% of men. At Ellis Bates, 35% of our Financial Advisors are women and we encourage all women…

The Gender Pension Gap Issue
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73% of women make only minimum pension contributions, compared to 58% of men. A significant difference in pension contributions between men and women has been revealed from a recent study[1],…

Consumer Duty: Principle 12
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The Consumer Duty legislation has been put in place to focus on ensuring fair value, providing products and services designed to meet client needs, delivering high levels of client service…

What is Consumer Duty?
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Director of Financial Planning, Ben Clapham, explains the legislative backdrop to the new consumer duty regulations that were introduced by the Financial Conduct Authority (FCA) in August 2023.

Consumer Duty
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by Ben Clapham, Director of Financial Planning The Consumer Duty is a package of measures introduced by the Financial Conduct Authority (FCA) and comprises of a new Consumer Principle (Principle…

Tax free pension withdrawal
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Have you maximised your tax free pension withdrawal? 43% of over 55’s need to be made aware they can withdraw 25% of their pension pot tax-free 21% have already taken…

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