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Home
About Us
Meet your Financial Advisors
Meet your Client Servicing Teams
The Leadership Team
Our Fees
Our Reviews
Ellis Bates News
Careers
Our Services
Investing
Sustainable Investing
ESG Investing (Environmental, Social & Governance)
Invest Direct
Protecting Your Wealth
Your Family’s Future
Insurance & Protection
Inheritance Tax
Tax Planning
Wills & Probate
Lasting Power of Attorney
Trusts
Intergenerational Wealth Transfer
Retirement Planning
Retirement Calculator
How much do I need to retire
Can I retire early?
Retirement Savings Options
Cashflow Forecasting
Pension Planning
Pension Calculator
Flexible Pension Options
Pension Drawdown
SIPP
Pension Consolidation
Pension Lifetime Allowance
Pensions & Divorce
Gender Pension Gap
Financial Advice for Business Owners
Financial Advice for Employees
Salary Sacrifice
Mortgages
Equity Release
Financial Advice
Consumer Duty
Financial Advice Hub
Benefits of Financial Advice
Accessible Financial Advice
Refer a Friend
Get in Touch
Meet your Advisers
Financial Advisers
Amy Burge
Financial Planner
Andy King
Financial Planner
Ben Clapham
Director of Financial Planning
Carl Hasty
Chartered Financial Planner
Carol Lammy-Steele
Financial Planner
Colin Welsh
Chartered Financial Planner
Dawn Elkington
Financial Planner
Dax Bayley
Regional Manager & Financial Planner
Deborah Cargo
Financial Planner
Gary Davies
Financial Planner
Gary Leftley
Financial Planner
Hannah Robinson
Financial Planner
Matthew Hawksworth
Regional Manager & Chartered Financial Planner
Matthew Stirling
Financial Planner
Margery Gledson
Financial Planner
Mark Chandler
Chartered Financial Planner & Head of Estate Planning
Nick Ashwell
Chartered Financial Planner
Nigel Swan
Regional Director & Head of Pensions
Sara Guy
Financial Planner
Simon Williams
Financial Planner
Stuart Matheson
Chartered Financial Planner
Tom Garsed-Bennet
Financial Planner
Trevor Shelley
Financial Planner
Estate Planning Specialist
Michelle Barker
Estate Planning Specialist