Ellis Bates Financial Advisers
NE1, Newcastle upon Tyne
NE1, Newcastle upon Tyne
We put you, and what you want your money to achieve, at the very heart of everything we do.
Ellis Bates Financial Advisers are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.
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Why should our clients choose you?
We put you, and what you want your money to achieve, at the very heart of everything we do.
Ellis Bates Financial Advisers are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.
Your go-to expert: we look after over £1 billion of clients’ investments, pensions and savings, and our mission is to be the UK’s most trusted provider of lifelong financial advice.
We employ the very best people within the industry as our own in-house specialists.
A video to explain how Ellis Bates Financial Advisers can help provide you with peace of mind
Your team: pensions and retirement, inheritance, tax, investment, protection and mortgage teams all work together to provide the knowledge and experience, to be able to offer you and your family the very best in financial planning throughout your lifetime.
Your financial goals: we treat your hard-earned money as if it were our own, and use our 40+ years of expertise and in-depth market analysis and knowledge to make the very best decisions and recommendations for you and your family.
Your financial journey: No matter what stage you are at in your life, whether you are buying your first property, starting a family or looking for support for your retirement, a great financial plan can deliver life-changing results and we are here to help you every step of the way.
Can you provide your services online or remotely? If so, please add details.
We provide fianncial advice either remotely via telephone and video or face to face.
Pension planning and pension advice
We are here to help you achieve your retirement goals with expert pension planning and outlining how much you should be saving to get the best possible income in retirement.
Great planning allows you to maximise your financial position in retirement and to help you achieve the retirement lifestyle you want. Your planning needs to be reviewed and adjusted throughout your working life and beyond, as your personal and family needs will change and evolve many times.
Retirement planning and advice
People who are confident about their retirement are most likely to have specific retirement goals and know what steps they need to take to reach them. But sadly, we see many people do not feel confident that they will have enough savings to live comfortably after they retire.
Many people have a fear of outliving their money, but most don’t have a clear idea of how much money they need during retirement. It’s important to remember that retirement doesn’t happen at a certain age, it happens when you have enough money to live on.
We are here to help create a clear direction and understanding which will give you peace of mind that you are on the right track.
Investing and Wealth Management
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 Adviser on a daily basis. Together we seek to fully understand your investment objectives which are then translated into well-managed, personalised portfolio solutions.
Financial Advice
At Ellis Bates, our Financial Advisers will be able to help you with insights into and make qualified recommendations for your finances and explain the benefits of financial planning.
We will work together to create a holistic, comprehensive financial plan to achieve your goals.
Whether you are saving for your first mortgage, want your money to work harder for you or are approaching retirement and want to make the most informed decisions about your pension options, a Financial Adviser will offer expert, qualified advice at every stage of your journey.
Inheritance Tax Planning
There are three places your assets can go at your death: to your family and friends, to charity or to the government in the form of taxes.
You may well want to pass your estate onto your children when you die, but unless you make suitable plans your children will pay 40% inheritance tax (IHT) in the UK on all your estate above £325,000 which in today’s property market is most people’s property value alone.
You worked hard to earn your wealth, so let us work hard preserving it and help you and your family maintain its financial strength from one generation to the next.
Equity Release
We’ll take the time to understand your aspirations and advise you on solutions for releasing capital or income from your home including ‘equity release schemes’, ‘lifetime mortgages’ and ‘home reversion schemes’.
Mortgages
Our experienced, qualified and independent mortgage team will work with
you to calculate your mortgage and help you through your application
