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
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…
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…
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…
By Grant Ellis, Director Ellis Bates Group In 1789 Benjamin Franklin said there are only two certainties in life – death and taxes. We all seem happy to talk about…
One in five self-employed and contract workers unable to survive a week without work. The world of work has changed enormously over the past 20 years. Being self-employed, freelance or…
How to create financial goals you can actually achieve. Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financial…