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Enhancing people’s lives through delivering peace of mind, enabling financial freedom and helping clients achieve their goals.

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Why is financial planning important?

✔ To help you build your assets
✔ To help you achieve your financial goals
✔ To plan the right investment strategy for you
✔ To help you tax plan efficiently
✔ To help you plan for retirement
✔ To protect you and your family
✔ To give you financial peace of mind

Find out more about the benefits of financial advice.

Our financial planning services

Our expert financial planners, specialise in;

  • Pensions & Retirement
  • Savings & Investments
  • Inheritance & Estate Planning
  • Wills, Trusts, & Lasting Power of Attorney
  • Mortgages
  • Equity Release
  • Financial Advice
  • Insurance & Protection

We have helped our clients with their prosperity and financial well-being since 1980, providing honest, open, accessible and straightforward financial advice.

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.

What our clients say

“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.”