Ellis Bates Financial Advisers
The Consumer Duty legislation has been put in place to focus on ensuring fair value, providing products and services designed to meet client needs, delivering high levels of client service…
read moreDirector of Financial Planning, Ben Clapham, explains the legislative backdrop to the new consumer duty regulations that were introduced by the Financial Conduct Authority (FCA) in August 2023.
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by Ben Clapham, Director of Financial Planning The Consumer Duty is a package of measures introduced by the Financial Conduct Authority (FCA) and comprises of a new Consumer Principle (Principle…
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August 2023 sees the introduction by the Financial Conduct Authority (FCA) of new Consumer Duty legislation with a focus on fair value, products and services designed to meet client needs,…
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On 18th May, employees across Ellis Bates raised funds for the Mental Health Foundation by taking part in “Wear it Green Day”, an initiative set up in aid of Mental Health Awareness…
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We are delighted to announce that Ellis Bates has achieved Top Rated Firm 2023 status. The Top Rated Firm accreditation is a powerful standard for financial advice firms which identifies…
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We are delighted to confirm that Ellis Bates Financial Advisers have been included within FT Adviser’s Top 100 Financial Advisers again. The judging criteria is based on a number of…
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Congratulations to our Winners As part of celebrating our 40th Birthday, over 200 nominations were received from team members voting for their colleagues across 8 categories: Rookie of the Year…
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Thursday 29th September 2022 saw us all in our best party outfits to celebrate our 40th birthday. Grant Ellis & Peter Bates Michael Cope, Managing Director Our Directors Our Financial…
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It was the 10th Anniversary of Cycle to Work Day on Thursday 4th August 2022, a day established by Cyclescheme. The cycle to work scheme is an initiative under the…
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On Thursday 30th June, a group of 6 employees from Ellis Bates volunteered at Leeds Parks and Countryside Service on Otley Chevin and carried out some invasive species control in…
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We recently held a jubilee bake off for the Queens Platinum Jubilee to raise money for two brilliant charities, Alzheimer’s Society and Smile for Life. The delicious array of sweet…
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