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
Over the past few decades, there has been a growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This type of…
7 questions to ask as your retirement approaches How can I locate all of my pensions? What is the value of my pension? When can I take my pension? How…
Director of Financial Planning, Ben Clapham, discusses how he helped to enhance someone’s life by helping them with their retirement planning. Get in touch to find out more about our…
4 considerations when passing down wealth to your family Age If you are younger, there may be more time to accumulate assets. If older, you could transfer wealth sooner to…
A trust is a way to place assets in the hands of a trusted third party to hold for the benefit of others. You can establish a trust during your…
What will your financial legacy look like? April 2023 brought a host of changes to the UK’s tax regime, with some thresholds for taxes such as additional rate Income Tax…
What can I do with my pension pot? Leave it untouched for now and take the money later Receive a guaranteed income (annuity) Receive an adjustable income (flexi-access drawdown) Take…
Financial Adviser, Andy King, discusses flexi-access drawdown. Flexi-access drawdown is one of the pension fund options at retirement and can also be referred to as flexible retirement income, or flexible…
Grow and protect your pension, both now and in the future. For most, retirement will be funded in the main by a pension. It is therefore vital you have a…
Ensure your retirement strategy meets your needs and goals Pension annuities Benefits Risks Provides guaranteed income for life and cannot be affected by market fluctuations. If you pass away shortly…
Financial Planner, Amy Burge, explains what Pension Drawdown is, what pension planning services we offer and how she has helped a client with their pension planning. Find Your Local Adviser
Make sure your retirement strategy meets your needs and goals. It’s important to make a well-informed decision when it comes to deciding what to do with your pension pot: drawdown,…