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
Navigating the world of finance can be daunting, with numerous options and decisions to make. That’s where we come in. Get in contact to discuss your retirement planning needs: Find…
The benefits of offering your employees access to financial planning are well documented – reduced stress and better health being the most important, with improved financial education leading to better…
Pension salary exchange –more than ever before, the perfect ‘win-win’ for both employees and employers. According to Personnel Today, almost 40% of businesses in the UK do not offer salary…
Assessing your current and projected wealth, income and expenses Retirement planning is of utmost importance, regardless of your income or wealth. It ensures a steady income stream after retirement and…
Retirement forecasting can be tricky and that’s where the cash flow forecast software comes into its own, helping you visualise your expenditure, income and preferred lifestyle. Cash flow forecasting is…
Are you looking to create your retirement cash flow plan? Contact us now for more information. We assist you in analysing your current financial situation and creating a customised plan…
Ellis Bates financial wellbeing presentations provide valuable information, tools, and strategies to help individuals improve their financial health and make better financial decisions. What are the benefits? Increased Employee Engagement…
Gary is passionate about providing trusted advice and education across all areas of retirement and tax planning, investments and protection, providing a holistic financial planning service. Gary works extensively with…
ISAs are one of the most straightforward ways to achieve tax-efficient gains. Remember you can currently invest up to £20,000 this tax year in an ISA, so a couple can…
What is an ISA? Individual Savings Accounts (ISAs) aim to encourage UK residents to plan for their financial future by saving and investing in a tax efficient way. ISAs are a type…
Don’t Miss the ISA Deadline 5th April 2024 Any unused ISA allowance will not be rolled over into the new tax year. On 6 April when the new tax year…
Personal tax planning should be at the top of your agenda as the end of the current tax year is not too far away. Taking action now may give you…