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Enhancing people’s lives through delivering peace of mind, enabling financial freedom and helping clients
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We have been providing expert financial advice since 1980. We help our clients with their prosperity and financial well-being by cutting through the jargon to provide honest, open, accessible and straightforward financial advice.
Our expert financial planners, specialise in;
- Pensions & Retirement
- Savings & Investments
- Inheritance & Estate Planning
- Wills, Trusts, & Lasting Power of Attorney
- Equity Release
- Financial Advice
- Insurance & Protection
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.
We employ the very best people within the industry as our own in-house specialists. Pensions, estate management and investment teams all work together to provide knowledge and experience, which is reflected in how we look after you.
Here are just some of our reviews to date
“Five star. Gary Davies financial support has been through and compassionate through the years we’ve used him. With Ellis Bates, he has the firm’s outstanding financial growth backup and administrative support to continue his excellent service to us.”
“I had spoken with Ben about my financial situation. He was incredibly professional, helpful and most importantly, able to explain everything in simple terms. They offered good products and good staff from my experience.”
“I have been dealing with Ellis Bates for a couple years. I have found meetings and communication to be excellent and I would recommend to others. I have a good relationship with my advisor Carol Lammy-Steele and I can talk to her at anytime for advice.”