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
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 Find Your Local Adviser
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…
New research reveals that almost a fifth of those aged over 55 (18%) do not plan to access their tax-free pension cash, to enable them to pass on more wealth…
Working with individuals, couples and businesses alike, Matthew is here to help you achieve your financial goals and be your go-to financial expert whatever your age and circumstances. Using tools…
Will you make the right decisions around your pension pot? The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax year in the Spring Budget 2023…
Head of Estate Planning, Mark Chandler, discusses the services that Ellis Bates offer around Inheritance Tax planning services and making a Will. For more information, please get in touch. Find…