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
Whether you are just starting out on your financial journey or an experienced investor, taking professional financial advice is an important step to ensure your plans are on track. Find…
Women left with half the pension pot, no matter the job. We’ve all heard about the gender pay gap, but very few discuss the gender pensions gap, despite the fact…
Worries about retirement, research has found: 52% of 1,212 UK adults surveyed are concerned they have not saved enough money to sustain their current lifestyle in retirement 34% of full…
We look at how to work out the amount of income you could need in retirement and why it is important to have a plan in place to ensure you…
Step One: think ahead to the type of retirement you want The first step is always to have an idea of what you want to do when you eventually stop…
Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research 78% of non-retired married people do not know what their spouse’s pensions…
With a flexible pension drawdown, if you’ve passed away and your partners passed away the funds can actually pass down to your children and their children, so the family always…
When it comes to marriage and money, it’s good to talk! Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More…
A property protection will trust is for couples who jointly own the family home. With this type of trust, you can protect at least half the value of the property…
A property protection will trust is a type of life interest trust incorporated into a will for couples living in England and Wales who jointly own the family home. With…
Owning your home as tenants in common rather than joint tenants provide additional planning opportunities. This can potentially protect inheritance in terms of residential care fee assessment and marriage following…
Environmental impact of SRI portfolios Clean water and sanitation Affordable and clean energy Sustainable cities and communities Life below water Industry, innovation and infrastructure Climate action Responsible consumption and production…