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
What are the fundamentals for successful investing during the time of a general election? Utilise tax-efficient allowances Since 6 April, savers and investors have had a more flexible approach to…
“My role initially is to get to know your story. Where you are now, how you got here and where you want to be. Your life goals are at the…
What do you need to consider investing during the time of a general election? In times of uncertainty, such as during a general election, it is important to review your…
How could the general election impact your finances and investments? The upcoming general election could bring significant changes to your financial planning and investment strategies. Please get in touch with…
“As well as a wealth of experience providing general holistic financial planning I am particularly strong in the areas of fund analysis, retirement and pensions planning as well as inheritance…
Set and prioritise your financial objectives Your investment journey requires a clear plan, which includes understanding your unique goals and the strategies to achieve them. Are you investing for a…
Contributing additional amounts to your pension stands to benefit you significantly in the long term Recent research findings have brought to light a striking observation: fewer than 10% of adults…
“My approach is to very much understand your financial goals, both for you and your family, and to work closely with you to put the plans in place to help…
Prime Minister Rishi Sunak has announced that the next general election will take place on Thursday, July 4. This announcement ends months of speculation about the election date. We have…
Pensions may not be the most exciting thing to think about, but they are an essential part of planning for your long-term future. In fact, your pension has the potential…
Why savers and investors now have a more flexible approach Individual Savings Accounts (ISAs) offer a versatile and tax-efficient way to save for the future, whether for yourself, your children…
“My aim is to make matters both understandable and relevant to my clients, ensuring their financial knowledge improves significantly throughout the planning journey. I hold regular reviews with my clients,…