Ellis Bates News

VouchedFor Top Rated Firm 2024
1024 768 Jess Easby

We are delighted to announce that Ellis Bates have achieved Top Rated Financial Adviser Firm status in VouchedFor again in 2024.  The theme this year is ‘Helping solve life’s financial…

read more
International Women’s Day
1024 535 Jess Easby

International Women’s Day 8th March 2024  Imagine a gender equal world. A world free of bias, stereotypes, and discrimination. A world that’s diverse, equitable, and inclusive. A world where difference…

read more
FT Advisers Top 100
560 315 Jess Easby

We are delighted to announce that Ellis Bates are once again in the FT Advisers Top 100 Financial Advisers 2023. This annual ranking of the 5500+ advice firms in the…

read more
Consumer Duty: Principle 12
561 316 Jess Easby

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 more
What is Consumer Duty?
150 150 Jess Easby

Director 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.

read more
Consumer Duty
560 315 Jess Easby

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…

read more
Culture governance and accountability webinar
560 315 Jess Easby

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,…

read more
Ellis Bates ‘Wears it Green’ for Mental Health Awareness​
560 315 Jess Easby

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…

read more
Top Rated Firm 2023 status
560 315 Jess Easby

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…

read more
FT Adviser Top 100
560 315 Jess Easby

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…

read more
Award Winners
560 315 Jess Easby

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…

read more
40th Birthday Bash
560 315 Jess Easby

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…

read more