Peter Ellis

Financial adviser & happily married father of 3!

[Peter Ellis @pellis71]

Taking on caring responsibilities can affect your financial security; it can be easy to put your own needs and goals aside. But a plan can help you stay in control while continuing to support the person you care for.
#sovereign #wealthmanagement #care
https://t.co/KZs1bjW7XP

[Peter Ellis @pellis71]

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations…
#sovereign #wealthmanagement #pensions
https://t.co/OZRDSCpo4Y

[Peter Ellis @pellis71]

Business owners face a growing number of tax deadlines and reporting requirements. Missing an important date could result in penalties, interest charges and unnecessary stress.
#sovereign #wealthmanagement #tax
https://t.co/2mJs5lxQt6

[Peter Ellis @pellis71]

Anxiety can make financial challenges feel much worse. Whether you become worried about the sustainability of your financial future or dealing with debt, emotions around money can lead to inaction or avoidance.
#sovereign #wealthmanagement #challenge
https://t.co/GiHJBPNvpN

[Peter Ellis @pellis71]

As part of St. James's Place’s sponsorship of Sky Arts, both stars talked to Edith Bowman in the ‘Sound Advice’ series, to discuss the advice that shaped their careers and helped them navigate the music industry.
#sovereign #wealthmanagement #advice
https://t.co/yUr3ueR1jr

[Peter Ellis @pellis71]

With so much focus on the here and now, thinking about long-term protection can easily fall down the priority list. This could leave many financially exposed to unexpected events.
#sovereign #wealthmanagement #protection
https://t.co/rqj8TRyJy1

[Peter Ellis @pellis71]

Does your business rely on the talent or expertise of a key individual? If so, how would it fare if they were no longer able to work?
#sovereign #wealthmanagement #keyman
https://t.co/qk6tJAQj5F

[Peter Ellis @pellis71]

Women own more wealth than at any time in history. Money is being earned, created through entrepreneurship, and inherited by women through wealth transfer at a rapidly growing rate.
#sovereign #wealthmanagement #women
https://t.co/q3Q1R1QBPo

[Peter Ellis @pellis71]

Our guide explores who qualifies for help towards social care and care home costs. It also looks at the complex rules around gifting assets and how this is viewed under the means test for care fees.
#sovereign #wealthmanagement #care
https://t.co/JTzMdzKZlc

[Peter Ellis @pellis71]

Nobody knows your business and its culture better than your own employees. Could selling it to them be an effective way for you to exit your business? Our article explains more.
#sovereign #wealthmanagement #buyout
https://t.co/tI9gdfudp4

[Peter Ellis @pellis71]

Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continued cost of living pressures and global turmoil.
#sovereign #wealthmanagement #resilience
https://t.co/o9OlEeghha

[Peter Ellis @pellis71]

The Bank of England (BoE) held the base rate at 3.75% this week. But market expectations are now that the base rate will rise during 2026.
#sovereign #wealthmanagement #mortgage
https://t.co/NQGI7xRxkC

[Peter Ellis @pellis71]

As the new tax year (2026/27) begins, we explore opportunities for people at different stages of life, from early career through to retirement.
#sovereign #wealthmanagement #taxyear
https://t.co/AUs8znPrpc

[Peter Ellis @pellis71]

We’ve created a summary of the key tax changes for the 2026/27 tax year to help individuals and businesses with their tax planning.
#sovereign #wealthmanagement #newtaxyear
https://t.co/GwxgAPff3q

[Peter Ellis @pellis71]

As the new tax year begins and with several bank holidays ahead, now’s the ideal time to pause, reflect and set the tone for the year to come. Here are 10 practical tips to help you start strong.
#sovereign #wealthmanagement #business
https://t.co/le6d8Ju7lT

[Peter Ellis @pellis71]

A quarter of the world’s oil passes through the Strait of Hormuz – the narrow waterway between the Persian Gulf and the Gulf of Oman – making it one of the most important trade routes globally.
#sovereign #wealthmanagement #hormuz
https://t.co/9xSA4oCQN7

[Peter Ellis @pellis71]

Financial advice gives people the support and reassurance to invest, but what about the 92% of people who don’t receive advice?
#sovereign #wealthmanagement #advice
https://t.co/0X5qMAdrsA

[Peter Ellis @pellis71]

Business owners have felt the mood shift in recent weeks and many say the landscape simply feels tougher. Yet years of shocks have made many UK SMEs more resilient and determined to focus on their ultimate aims.
#sovereign #wealthmanagement #SME
https://t.co/mHTWDMAOBD

[Peter Ellis @pellis71]

“It might be a small stretch of water, but the Strait of Hormuz is something rarely far from the minds of anyone who follows geo-economics.” – Hetal Mehta, Chief Economist, St James’s Place.
https://t.co/N4iy5KlZju

[Peter Ellis @pellis71]

As International Women's Day (IWD) is celebrated on 8 March, campaigners are calling for women to take greater control of their finances.
#sovereign #wealthmanagement #IWD
https://t.co/xnxUHhAP6F