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
Acting in your best interests A client of Ellis Bates rang their Adviser after looking online for an interest rate for a savings account. One of the websites they visited…
One of our existing clients lived in Leicestershire and had always wanted to move back up to the North of England. They had seen their perfect house but were not…
A married lady of 52, with an 11 year old son contacted Ellis Bates to explore a way in which she could retire early, as the thought of working up…
By Grant Ellis, Director Ellis Bates Group Let’s face it – Financial Advisers have a bit of an image problem. In the public’s mind they probably rank alongside bankers, second-hand…
By Grant Ellis, Director Ellis Bates Group In the spring of 2007 I hosted a conference for a group of insurance professionals. One of the most popular speakers was my…
By Grant Ellis, Director Ellis Bates Group In 1789 Benjamin Franklin said there are only two certainties in life – death and taxes. We all seem happy to talk about…
One in five self-employed and contract workers unable to survive a week without work. The world of work has changed enormously over the past 20 years. Being self-employed, freelance or…
How to create financial goals you can actually achieve. Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financial…
How to secure your family’s financial future. We spend a lifetime generating wealth and assets but not many of us ensure that it will be passed to the next generation…
Preserving your wealth and transferring it effectively. Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making…
Over six million adults refuse to discuss their will with loved ones. Making a Will is very important if you care what happens to your money and your belongings after…
Make the most of your valuable allowances, reliefs and exemptions Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5…