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
We screen and choose all our funds, not just SRI portfolios, against a range of Environmental, Social and Governance (ESG) factors so you can see the impact your investments are…
Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved.. How can you make financial planning conversations go smoothly? Your Estate Discussing who…
Your financial adviser will have helped you plan a secure retirement lifestyle and naturally your thoughts will now be turning to how you can help your family now and in…
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, parents of adult…
How much money will you have for retirement, where it’s invested, and what are you being charged? According to new research[1], just two-fifths (42%) of the UK population know how…
Many times our advisers hear ‘I wish I had known that’, and it reinforces the real difference having a financial adviser onboard can make to both building your financial plan…
With the votes cast and Kier Starmer and his Labour party securing a landslide majority, the financial markets are anticipating a period of growth and stability. With a tumultuous three…
Investment impact Markets often exhibit volatility around general elections, especially if results are unexpected. However, from a stock market perspective, the outcome of this general election is unlikely to have…
Julia’s team of technical Paraplanners look at all the information provided by your adviser and conduct comprehensive research so we can provide the most suitable recommendations to you. If you’d…
If you would like to discuss your financial future and the impact of the election on your financial planning, please get in touch: Find Your Local Adviser
“I am passionate about helping individuals, families and business owners with their financial planning and my approach is to very much to take a holistic view of your financial situation…
Pension Lifetime Allowance reintroduced Labour has announced plans to reintroduce the pension lifetime allowance, which limits the amount you can save into a pension without facing tax penalties. Previously, the…