Investing

We put you, and what you want your money to achieve, at the very heart of everything we do.

We treat your hard-earned money as if it were our own, and use our years of expertise and in-depth market analysis and knowledge to make the very best investment decisions and recommendations for you and your family.

The most important part of our investment philosophy is listening to your dreams and aspirations, understanding what you want out of life for you and your loved ones, so we can create a tailored investment portfolio to match your plans.

In-house Investment team: the Ellis Bates advantage for you is that our expert Investment team are in-house and work hand in hand with your Financial Advisor on a daily basis. Together we seek to fully understand your investment objectives which are then translated into well-managed, personalised portfolio solutions.

Pensions and Investments

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Our Investment Experience

We are justifiably proud of our investment track record and will help you create and maintain the right investment strategy to achieve your financial goals.

Whether you are new to investments or want to re-evaluate your portfolio, we can help you.

You can choose from one-off financial advice or ongoing investment support for you and for your whole family.

Establishing your Attitude to Risk

A crucial area of discussion relates to your comprehension and attitude towards of risk, which is supported by an initial questionnaire and assessment. Your Financial Advisor will qualify the results of this assessment in detail by discussing your willingness to accept investment risk and your ability to withstand periods of market adversity and volatility.

Portfolio Construction

Asset Allocation

When building portfolios, we consider all the economic and technical market conditions that influence our exposures to the main asset classes of equities, bonds, property and cash. We benchmark our portfolios against the Investment Association Mixed Investment Sectors for asset allocation and for risk management.

We use a tactical approach as this allows us the flexibility to allocate to the assets, sectors and longer term funds that we believe will provide the most effective risk adjusted returns for you in the longer tr.

Regular Investment and Market Update Webinars

We believe that giving you access to the in-house Investment team is a key part of offering you the best investment service, and after each Quarterly Investment Committee meeting we host webinars that all clients are welcome to attend. We cover both generic market updates and portfolio changes as well as specific themed topics including Socially Responsible Investing, income investing and market volatility etc. As well as being able to submit questions in advance of the webinars, clients are welcome to discuss all investment related queries with the team at the end of the webinars.

Whatever your investment experience, our teams are here to help and support you on your investment journey.

Investment Reviews

“Provides a clear and excellent service that really helps the client to understand the market and be able to make the right decisions through providing your risk/reward investment strategy. This provide confidence for the future, trust, security of investments and it’s a pleasure to have a review discussion and catch up with your IFA.”

Read more of our reviews