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
Investing to beat inflation and market fluctuations to build a nest egg for the future Investing can be an intimidating and complex topic, but it doesn’t have to be with…
‘Building up a relationship is really, really important over the years’, Nigel Swan Regional Director and Financial Planner. Your financial adviser is here to understand and look after you, your…
Investing your money could be an effective way to reach your long-term goals and aspirations. By investing your money, you could potentially earn a higher return than if you were…
Are you ready for the retirement you want? At 12.30pm on 11th September, Royal London will be hosting a live show as part of Pension Awareness Week, to help you…
How to turn your pension savings into an income for life. There are many things to consider as you approach retirement. It’s good to start by reviewing your finances to…
All this week Pension Geeks and Royal London are hosting Pension Awareness week, with live shows on key topics such as pension transfers, pension contributions, financial wellbeing, pension investments, the…
To download your free guide to Placing Assets into a Trust, please fill out your details below: "*" indicates required fields Name* Name Last Email* This field is hidden when…
You can establish a trust or property protection trust during your lifetime or, through your Will, on your death. You can appoint trustees of your choice (this can include you…
Ensuring your legacy is managed according to your wishes long into the future Trusts separate assets’ legal ownership from their beneficial ownership. The legal owner holds the title and is…
How you invest in your 50s could significantly impact your quality of life in retirement. While there still is time to increase your retirement savings, a seemingly simple mistake could…
At Retirement – a financial adviser will help you understand crucial options As you reach retirement age, a financial adviser will explain all the options available to you including A…
Ensure your money works effectively to enjoy retirement on your own terms. How you invest in your 50s could significantly impact your quality of life in retirement. While there still…