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Ellis Bates Team: Kim Bath CeFA CeMAP and DipFA

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Kim BathThe wonderful team at Ellis Bates Financial Advisers keeps on growing and we’d like to introduce one of the latest additions to our team, Financial Planner – Kim Bath. Kim joined us having previously worked for companies such as St James Place Wealth Management, HSBC, Halifax and Santander. From day to day Kim provides bespoke client solutions to ensure individuals can meet their long-term financial aspiration.

When quizzed about what she enjoys the most about her job, Kim said:

“I enjoy meeting so many interesting people and clients and making a difference to their long-term financial stability”

Having worked for big companies in the past, Kim explains what made Ellis Bates stand out to her:

“I believe that Ellis Bates genuinely care about both clients and staff and are still committed to ‘old fashioned’ values. In addition to this, unlike the other companies I have worked for, they offer independent advice and are not tied Advisers.”

One of the many positives of working for Ellis Bates is the flexible work to life balance it offers its employees. Therefore, we asked Kim what she likes to get up to when she’s not offering her clients advice:

“The majority of my spare time is taken up by my horse Whisker and competing at local shows in dressage and show jumping, in addition to this I enjoy travelling with my partner Gary and don’t have much time for anything else.”

You can reach Kim or any of our team of Financial Advisers by calling 01423 520 052


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