Financial Advisors

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 you achieve your 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 advice 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 by providing expert financial advice to you and your family.

Read more about the benefits of financial advice.

What our clients say

“I have been delighted with the service I have received and the knowledge and expertise provided to enable me to make informed decisions. Nothing is too much trouble and all my queries have been answered clearly and concisely which has given me confidence and peace of mind. All appointments have been on time and responses have been efficient and timely. I am very grateful for the service I have received.”

“I had never used a financial advisor but he was helpful, knowledgeable, and seemed very good at what he did. He helped me understand my pension which I hadn’t done in all the years that I have had it. Very good indeed.”

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