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Enhancing People’s

We put you, and what you want your money to achieve,
at the very heart of everything we do

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.

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.

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