EXPERT FINANCIAL ADVICE
From our plain talking approach to our passion for building long-lasting relationships, we go further to help you achieve more.
MEET OUR TEAM
We employ the very best people within the industry as our own in-house specialists. Pensions, estate management and investment teams all work together to provide knowledge and experience, which is reflected in how we deal with our clients.
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Since our launch in 1980, Ellis Bates has grown and diversified – we have incorporated different divisions and different capabilities, cementing our position as one of the North’s leading IFAs.
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.
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!
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