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
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in…
By taking the proactive step to draft a Will, you can protect your family from uncertainty and potential conflicts, ensuring that your legacy is preserved according to your exact intentions.…
By taking the proactive step to draft a Will, you can protect your family from uncertainty and potential conflicts, ensuring that your legacy is preserved according to your exact intentions.…
We offer help and financial advice on all aspects of pension planning, from the basics of pension savings and tax-relief to the more complex areas of pension sharing on divorce…
Arguably one of the most important benefits you will provide your employees is a workplace pension so it is crucial you have the right pension scheme in place for them. The choices…
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 want…
Arguably one of the most important benefits you will provide your employees is a workplace pension so it is crucial you have the right pension scheme in place for them.…
Coming into effect on 31 July, the Sustainability Disclosure Requirements (SDR) represent a significant regulatory change aimed at enhancing transparency and accountability in the fund management industry. Why is…
Sustainable investing, or Socially Responsible Investing (SRI) is the practice of investing into companies that ‘do good’ (or, at the very least, ‘do no harm’) to the environment and the…
We screen and choose all our funds, not just SRI portfolios, against a range of Environmental, Social and Governance (ESG) factors so you can see the impact your investments are…
Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved.. How can you make financial planning conversations go smoothly? Your Estate Discussing who…
Your financial adviser will have helped you plan a secure retirement lifestyle and naturally your thoughts will now be turning to how you can help your family now and in…