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Case Studies

From our plain talking approach to our passion for building long-lasting relationships, we go further to help our clients achieve more

Ellis Bates were really helpful throughout the entire process when I first contacted them.

They responded in quick time and when I described the urgency of my situation, an advisor contacted me very soon afterwards and came to my home at a convenient time for me. My advisor was very friendly and understanding, and offered totally impartial advice while also highlighting things to look out for when talking to my pension company. All in all, this has been an extremely worthwhile exercise in understanding my financial situation, and the appropriate pension advice I needed to heed before making my final decision. I would highly recommend them to anyone who is seeking clear guidance on their pension advice.

– David S

My wife and I have dealt with Ellis Bates for four years and found their service excellent.

We currently work with Stuart Matheson and have found him good natured with excellent advice and judgement. He makes absolutely sure that all those decisions we have made jointly are pushed through promptly. As a result we have profited from his professionalism and cannot recommend him and Ellis Bates too highly.

– Brian A

I needed reliance on a professional, knowledgeable person who has the means to access up to date financial information.

Ellis Bates reviewed our attitude to risk & intentions considering that our investments represent our funds in retirement.

– Paul H

I hate having to do anything with my finances, but when I retired I realised someone had to do it for me.

Ellis Bates explained everything well, which helped me to make decisions . He knew what I needed & helped me achieve it. They gave me the confidence to get on with all the paper work. The advice was sound & all seems to be going well. I can’t think of anything they could have done better.

– Jon R