About us

Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping you achieve your 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 clients confide, 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 Advisor 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 Advisors
  • 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 Advisors, 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.

Seeking Financial Advice

Ben Clapham, Director of Financial Planning at Ellis Bates

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