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
Are you scared of running out of money in retirement? It has been well recognised that many are simply not saving enough into their pension pots for retirement. To avoid…
Craving a better work/life balance? Wanting to spend more time with family and friends? Yearning to get on with that bucket list that you haven’t quite finished or even started? You are not alone. The pandemic…
Has lockdown lifted your savings? A lot of people have shifted the way they think about life due to Covid-19. Families have focused on staying healthy and having a healthier…
Changing Face of Investor Ethics and Behaviours The coronavirus (COVID-19) pandemic has prompted an evolution of ESG investing. It has caused the desire to move into ethical and sustainable investing…
Time for pensions to contribute towards building a better world New landmark report from the United Nations on the state of climate science. As we have been witnessing in recent…
Helping you look forward to a hard-earned retirement – with a whole of life financial plan A potential client approached Ellis Bates with several clear goals in mind, namely to…
Pension Awareness Day Are you financially match fit for the future? Its Pension Awareness Day, which started back in 2014 by the team at Pension Geeks and aims to highlight…
Steps towards a better financial future – grow, protect and transfer your wealth Financial planning is a step-by-step approach to ensure you meet your life goals and achieve a better…
Looking to retire from work, not a paycheck? When it comes to retirement insecurity, one concern dominates all others – the fear of running out of money during retirement. And…
What you need to consider at every life stage during your retirement planning journey. When you’re starting out working in your 20s, you may not be thinking about retirement in…
Creating a comfortable, secure retirement takes care and forethought. If you’re 10 to 15 years from retirement, you’re probably starting to think more about how you’ll spend your life after…
Pension Freedoms – Looking for a wider choice of investment options? Saving for your retirement is one of the longest and biggest financial commitments you will ever make. Imagine you’re…