EXPERT FINANCIAL ADVICE
From our plain talking approach to our passion for building long-lasting relationships, we go further to help you achieve more.
COVID-19 UPDATES
Our number one priority is the health and wellbeing of our clients, colleagues and their families. We are constantly reviewing guidance from the government in order to help us decide on the best approach.
WE ARE 40!
We have been providing expert financial advice since 1980 and we are proud to be celebrating our 40th Anniversary during August.
Friendly, Impartial, Respected
WHO WE ARE
We are expert Financial Planners, specialising in pensions, investments, mortgages, life, health and critical illness insurances. Since 1980, our experience has helped our clients to keep and grow their money, as well as make sensible financial decisions for their future.
WHAT WE DO
We help our clients with their prosperity and financial well-being by cutting through the jargon to provide honest, open, accessible and straightforward financial advice.
WHY DO WE DO IT?
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.
WHY ARE WE DIFFERENT?
We are totally independent, privately owned, and not tied to or influenced by any products or providers, which means that our advice is always impartial.
Having recently worked with Ellis Bates Financial Advisers to resolve an outstanding pension payment, without hesitation, I would thoroughly recommend this company and its employees. The staff are friendly, caring, knowledgeable and extremely professional and I can’t thank them enough for the help and support given to me.
I would like to stongly recommend Ellis Bates to organise your pension. I was very impressed with their services, within one message from the internet I had a call next day to arrange a meeting at my home. These ladies and the company they work for are brilliant. Keep up the brilliant work and I would like to say a BIG thank you for all the work you have done to sort my pensions out.
Our adviser is always well prepared and really understands our needs. She has taken time to get to know us and therefore is able to give us tailored advise, as a result we feel very happy with the service we receive. We trust her implicitly and would highly recommend her as an adviser.
Once again we have been provided with excellent, professional advise which has provided a quick and effective solution to meet our requirement. Each time we have looked for financial assistance the expertise and attention to detail received has provided us with the confidence to proceed in a field which to the layman can be very daunting and confusing. Well done!
RESOURCES AND
DOWNLOADABLE GUIDES
Browse our bank of downloadable brochures and guides.
Browse downloads
It’s always been our belief that people are important to our business and we’re proud to have achieved the Investors in People (IIP) accreditation.