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
Since 2015, individuals over the age of 55 with defined contribution (DC) pension pots have enjoyed full freedom to decide how to manage their pensions; purchasing an annuity (a guaranteed…
If you have not considered financial advice before, your 50s is the time to do so. Now is the time to check in on your Retirement resources Pensions and contributions …
There are ways to make withdrawing your retirement savings more tax-efficient, and it’s possible to spread your withdrawals over many years, which can be more efficient. Taking just one option…
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…