Ellis Bates Financial Advisers

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 secured/guaranteed income approach • A flexible/access approach • Staging key financial decisions throughout your retirement • Identifying any lifestyle gaps Your adviser’s role is to take the retirement worries away and be your go-to expert for all your financial questions and concerns. In our latest video, Ellis Bates Investment Director Alan Cram and Head of Pensions Nigel Swan discuss the importance of Financial Advice as you reach retirement: https://lnkd.in/ecW7BU6i https://lnkd.in/ewJCg8JW #finanicaladvice #retirementplanning

📣 𝐁𝐥𝐨𝐠: 𝐇𝐨𝐰 𝐦𝐮𝐜𝐡 𝐝𝐨 𝐈 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐬𝐚𝐯𝐞 𝐟𝐨𝐫 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭? 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 is still time to increase your retirement savings, a seemingly simple mistake could derail your plans. This is where obtaining professional financial advice becomes crucial. To find out more about saving for retirement, head to our Financial Advice Hub: https://lnkd.in/eq8nUKFr #financialadvice #retirementplanning

📖 𝐅𝐫𝐞𝐞 𝐆𝐮𝐢𝐝𝐞: 𝐁𝐫𝐢𝐭𝐚𝐢𝐧’𝐬 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐩𝐞𝐧𝐬𝐢𝐨𝐧 𝐭𝐚𝐱𝐩𝐚𝐲𝐞𝐫𝐬 How can you make sure you avoid becoming one? In our latest guide we explore how the different options you have at retirement can affect your tax bill. Head to our Financial Advice Hub for your free download: https://lnkd.in/eg6TweT4 #pensions #tax #financialadvice

𝐓𝐡𝐞 𝐜𝐫𝐮𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐚𝐝𝐞 – 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐢𝐧 𝐲𝐨𝐮𝐫 50𝐬 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  - 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐛𝐞𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐩𝐥𝐚𝐜𝐞 𝐚𝐧𝐝 𝐚𝐭 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐫𝐢𝐬𝐤 𝐥𝐞𝐯𝐞𝐥  - 𝐓𝐚𝐱 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲 We use sophisticated cashflow software to model your desired retirement plan and identify the gaps and adjustments needed. 𝐈𝐧 𝐲𝐨𝐮𝐫 50𝐬 𝐚𝐧𝐝 𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐚 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐫𝐞𝐯𝐢𝐞𝐰? Head to our website to find a local adviser: https://lnkd.in/g-7egTu https://lnkd.in/eqAsXV9u #financialplanning #financialadvice

I wish I’d known that… Why it’s important to have financial advice 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 and making sure you stay on track through your lifetime. If you would like to find out more how a financial adviser can help you and your family, head to our Financial Advice Hub: https://lnkd.in/e87KC-Mk https://lnkd.in/ehsbEpv5 #financialplanning #financialadvice

𝐖𝐡𝐲 𝐢𝐬 𝐢𝐭 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐭𝐨 𝐫𝐞𝐯𝐢𝐞𝐰 𝐲𝐨𝐮𝐫 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐰𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞 𝐩𝐞𝐧𝐬𝐢𝐨𝐧? 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 you make will have a significant impact on their long term financial well being. Regular workplace pension reviews are imperative, as fees, benefits and enhancements can change markedly over time. As independent pension advisers we can search the whole marketplace to ensure you and your employees maximise pension investments. To learn more about Group Pension Schemes and how Ellis Bates can help you, head to our Financial Advice Hub: https://lnkd.in/e2h5mCGy #financialadvice #grouppensionschemes

🌍 𝐒𝐨𝐜𝐢𝐚𝐥𝐥𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 Where people, planet and profit can live together. At Ellis Bates 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 having. These factors include: - Quality of life - Human welfare - Protecting the environment - Social wellbeing - Sustainability To find out more about what factors are considered for Socially Responsible Investing, please head to our Financial Advice Hub: https://lnkd.in/esEcdF9G #investing #sustainableinvesting #financialadvice

𝐀𝐟𝐭𝐞𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 – 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐲𝐨𝐮 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮𝐫 𝐥𝐨𝐯𝐞𝐝 𝐨𝐧𝐞𝐬 A Financial Adviser will not only help you plan a secure retirement lifestyle, but can also offer advice on how you can help your family now and in the future. An expert adviser will guide you through key stages including: • Estate planning • Legislation changes and their impact • Tax implications • Gifting • The role of Wills, Trusts and Lasting Powers of Attorneys An adviser’s role is to ensure you enjoy your retirement and bring expertise into successfully passing on your wealth in the right stages. If you’d like to find out more about how a Financial Adviser can help your loved ones, please watch our latest video: https://lnkd.in/eixntm7P #financialadvice #retirementplanning #inheritance

📣 𝐁𝐥𝐨𝐠: 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐡𝐚𝐯𝐞 Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, open conversations can provide financial planning opportunities and improve your loved one’s future finances. The sooner you talk about money, the better your chances are of protecting your legacy and boosting your children’s financial security. Head to our Financial Advice Hub to find out how to make your financial planning conversations go smoothly: https://lnkd.in/eKfsNdCe #financialplanning #inheritance #financialadvice

𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐓𝐞𝐚𝐦 Introducing Amy Burge, one of our expert Financial Advisers at Ellis Bates. "My approach is to very much understand your financial goals, both for you and your family, and to work closely with you to put the plans in place to help you achieve these goals." What can Amy help you with? • Pensions and Retirement • Planning for your family's financial future • Savings and Investments • Financial Advice for your business If you’d like to know more about Amy and how she can help you achieve your financial goals, take a look at her profile: https://lnkd.in/eZcaQEWp https://lnkd.in/eBf-qpPD #financialplanning #financialadvice #retirementplanning