Financial Advice

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

5 things to consider when financial planning
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As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially…

When am I financially ready to retire?
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Financial Planner, Gary Davies talks through the steps you can take to find out if you’re financially ready to retire.

A Crucial Decade: Financial Planning in your 50s
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Maximising your earnings or laying down a robust financial plan. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady…

New Webinar: When Can I Retire?
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In our upcoming webinar on 7th December ‘When can I retire?’, our expert Financial Advisers Gary Leftley & Amy Burge showcase the steps you can take to calculate just when…

Ask the Financial Adviser: When Can I Retire?
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In our upcoming webinar on 7th December ‘When can I retire?’, our expert Financial Advisers  Gary Leftley & Amy Burge showcase the steps you can take to calculate just when…

Meet our webinar speaker: Amy Burge
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In our upcoming webinar on 7th December ‘When can I retire?’, our expert Financial Advisers Gary Leftley & Amy Burge showcase the steps you can take to calculate just when…

Meet our webinar speaker: Carl Hasty
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Join Carl Hasty and Rebecca Davison (Director & Head of Tax, Parsons Chartered Accountants) for a free 30 minute webinar ideal for business owners and Directors. Webinar: ‘Building, Protecting &…

Building, Protecting & Passing on Your Wealth
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In our upcoming webinar on 22nd November ‘Building, Protecting and Passing on your Business Wealth’, experts Rebecca Davison and Carl Hasty will showcase the steps you can take to transfer…

New Webinar: Ellis Bates and Parsons Chartered Accountants
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In our upcoming webinar on 22nd November ‘Building, Protecting and Passing on your Business Wealth’, experts Rebecca Davison and Carl Hasty will showcase the steps you can take to transfer…

When should I contact a Financial Advisor?
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At Ellis Bates we use sophisticated cash flow modelling software which will help you to visualise your financial future and life goals and the financial actions you need to take…

Enhancing People’s Lives
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Director of Financial Planning, Ben Clapham, discusses how he helped to enhance someone’s life by helping them with their retirement planning.

FT Advisers Top 100
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We are delighted to announce that Ellis Bates are once again in the FT Advisers Top 100 Financial Advisers 2023. This annual ranking of the 5500+ advice firms in the…

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