Ellis Bates, now part of Shackleton

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 individual, family and business financial goals. With over 40 years experience, 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. Cashflow modelling Our Financial Advisers use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. Cashflow modelling is a way of planning and analysing your financial goals, projecting them forwards over time, to consider how changing circumstances will impact this plan and to see how likely it is these financial goals can be achieved and the actions needed to be taken along the way. Financial Services for Business Owners, Directors and Employees Our team will provide unbiased, expert advice for you, your fellow Directors/owners and your workforce in all areas including • Workplace pensions and Group Pension Scheme • Executive Pension Schemes • Personal and Business Tax Planning for Owners/Directors and high earners • Allowance maximisation • Self Invested Personal Pension Schemes (SIPP) • Small Self-Administered Pension Scheme (SASS) • Buying commercial property via pensions • Group Insurance schemes including shareholder and key person protection • Inheritance, exit strategy and succession asset planning • Investment Planning including asset allocation and diversification • Asset Protection and Preservation including Wills, Trusts and Lasting Powers of Attorney • Group pensions scheme reviews • Retirement planning