It will cost too much
We have a completely transparent structure and charge an agreed fixed fee for our services, which we share with you from the very beginning of our discussions. Our Advisors will use cashflow modelling to show you the value of their advice vs the fees over the short, medium and long term so you can see the impact on your financial health and goals.
I don’t want to share my sensitive information with a ‘stranger’
Sharing your personal information with someone you class as a stranger can be intimidating so we understand just how important it is for you to find a trustworthy Advisor who you feel comfortable with. Our Financial Advisors will call to introduce themselves before your initial consultation to put you at ease, will send over information about themselves and the company and you can choose the type of appointment you feel most comfortable with – video, telephone or face to face.
In order to give you the best advice it is necessary to ask a series of in depth questions but this will be conducted in a friendly and informal way to put you at ease.
Ellis Bates is an Independent Financial Advisor, and we are authorised and regulated by the Financial Conduct Authority (FCA).
I don’t need financial advice yet
Whatever stage of life you are at a Financial Advisor will provide qualified, impartial advice and here are some of the key life events which would benefit significantly from cool headed, expert financial insight and planning:
When should I contact a Financial Advisor?
- Starting a new pension
- Increasing pension contributions
- Saving for / buying a home
- Marriage / starting a family
- Making a significant career change
- Starting or running a business
- Making a Will
- Planning ahead for retirement
- Taking an income in retirement
- Later life care
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 – from starting your first job right through to enjoying your chosen retirement.