Planning for your Retirement

We'll design a retirement plan that aims to maximise your financial wellbeing in retirement, and help you achieve the retirement lifestyle you want.

We're here for all your business pension needs as well as your retirement and estate planning requirements.

Unlike many other financial advisory firms, Ellis Bates is not restricted to promoting the products of only a handful of companies and neither are tied to any one provider. That means you can be assured that the advice you receive will be totally independent and impartial.

Helping you to ensure the wealth you've accrued during your working life continues to give you the lifestyle you want when you retire.

We take the time to understand your plans and aspirations for later life. We're then able to provide you with considered advice that maximises your financial position - taking into account how and when you take benefits from pension arrangements and the interaction between these and other investments and income that you have.


Your financial partners for life...