Ellis Bates News

Top Rated Firm 2023 status
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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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FT Adviser Top 100
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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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Award Winners
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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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40th Birthday Bash
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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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Cycle to Work Day
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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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Volunteer day at Otley Chevin
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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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Jubilee bake off
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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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Moving forward together
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Promotions Two of our Advisers have moved into Regional Manager roles Ben Clapham, an Adviser and Regional Manager is now our Director of Financial Planning Lauren Nickell-Lean, has moved from…

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Supporting Charities Close to our Hearts
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Many of our team members have close links to some fantastic charities. As part of our social responsibility initiative, supporting charities is one of the key areas we focus on.…

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Focus on your future fair
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We were delighted to support the careers fair at Lawnswood School last week, as part of our wider socially responsible programme of creating opportunities for younger people. The school were…

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Unlimited futures for all young women
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We are always looking for ways we can enhance people’s lives as a financial services provider, an employer and as a community-based business. The Social Responsibility Team involves dedicated Ellis…

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National Work Life Week
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The Importance of Work-Life Balance National Work Life Week runs from 11 – 15 October and has been successfully operating for the past 10 years, courtesy of national charity Working…

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