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
Allowing someone to make decisions for you, or act on your behalf A Lasting Power of Attorney (LPA) enables individuals to take control of decisions that affect them, even in…
Often when making financial plans, it can feel like a very individual decision. What you’re actually doing is planning for yours and your family’s future. All families are different. And…
Lasting Powers of Attorney (LPA) Setting up an LPA is vital to ensure that you have a trusted individual who can manage your affairs when you are no longer able…
Ellis Bates Financial Planner Matthew Stirling discusses the steps you can take to financially protect your company, and how we can help you. If you’d like to know more about…
Is your business protected from the unexpected? If you would like more information on how to protect your business from financial uncertainty, click here: www.ellisbates.com/business-owners
Every business needs a robust financial plan, but do you have one for yourself too? You work hard for your business, no doubt to provide a better life for you…
Whether you’re a sole trader or the owner of a limited company, a pension can help you save for retirement while saving you tax along the way. As a business…
As a busy employer, you need fast access to expert financial advice and financial services to help you both build and protect your business at the same time. You…
Download your Guide to Financial Advice for Business Owners Running your own business often brings with it greater risk, stress and pressure. But the rewards, both financial and personal, can…
Annuity Shopping When it comes to using your pension pot, buying an annuity is one option that provides a regular and guaranteed retirement income for either your lifetime or a…
Andy is here to help you with a holistic financial planning service, including tax planning, tax and inheritance tax mitigation, savings and investments, insurance and protection, pensions and retirement and…
Key traits for successful wealth-building Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When…