• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

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.

LATEST NEWS

Guide To Tax Matters

2019/20 Key Changes You Need To Know In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019. Reviewing your tax affairs to ensure that available reliefs and exemptions have been utilised, together with future planning, can help to reduce your tax bill. […]

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.

RESOURCES AND

DOWNLOADABLE GUIDES

Welcome to Ellis Bates

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.