• Yorkshire: 01423 520052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Retirement

We analyse your retirement goals, and through a series of life cycle plans, we help you to work out how much you should be saving to get the best possible income in retirement.

We’ll design a personal pension plan that aims to maximise your financial wellbeing in retirement and help you achieve the retirement lifestyle you want.

Unlike many other financial advisory firms, Ellis Bates is not restricted to promoting the products of only a handful of companies and neither are tied to any one provider. That means you can be assured that the advice you receive will be totally independent and impartial.

Helping you to ensure the wealth you’ve accrued during your working life continues to give you the lifestyle you want when you retire.

We take the time to understand your plans and aspirations for later life. We’re then able to provide you with considered advice that maximises your financial position – taking into account how and when you take benefits from pension arrangements and the interaction between these and other investments and income that you have.

Financial Protection

We help our clients to choose the best possible insurance packages so that they have peace of mind that their loved ones and family will be protected and cared for financially.

Equity Release

We’ll take the time to understand your aspirations and advise you on solutions for releasing capital or income from your home including ‘equity release schemes’ and ‘home reversion schemes’.

Pensions

We analyse your retirement goals, and through a series of life cycle plans, we help you to work out how much you should be saving to get the best possible income in retirement.

Mortgages

We use our experience and personal approach to find you the right mortgage, whatever your requirements for your property.