Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and
helping clients achieve their goals.
Helping you achieve your financial goals
We put you, and what you want your money to achieve, at the very heart of everything we do to provide you with financial freedom.
We help you with your financial well-being, cut through the jargon and provide honest, open, accessible and straightforward financial advice.
We will always put your financial agenda before ours and provide you with advice that we genuinely believe is in your best interest.
We go further to help you achieve more
Only by getting to truly know you personally can we understand your aspirations and goals for your finances. Our friendly and trustworthy approach means , which allows us to tailor plans to give you long term financial peace of mind.
In-house teams of experts – so you receive a truly collaborative service
Working alongside your financial adviser are a network of teams within Ellis Bates, so you and your family can choose from a whole range of financial advice, planning and protection services:
- Financial Advisers
- Investment team
- Mortgage and Equity Release team
- Wills, Probate, Trusts and Lasting Power of Attorney team
Experts for you since 1980
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.
Independent – so you get impartial advice
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.
As Independent Financial Advisers, we are authorised and regulated by the Financial Conduct Authority (FCA). Therefore, we are obliged to research and recommend solutions from the whole of the market.