Our mission is to make independent financial advice accessible and affordable to everyone.
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.
“Very helpful and friendly. Most of all very professional from start to finish.” – Chic M, 14th August 2020
“Excellent service, detailed explanations in simple terms. Easy to understand and all questions answered.” – Barbara H, 18 August 2020
“Thank you Ellis Bates, in particular Andy King and Jayne Partridge such complete professionalism, you made the whole process effortless. Cannot thank you enough real stars. Thank you again.” – Dawn O, 24th August 2020
“My financial affairs were looked into by Dawn Elkington. I was extremely satisfied with the outcome and advice received and would recommend Dawn without hesitation.” – Malcolm P, 3rd September 2020