Welcome to Ellis Bates
Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.
We are here to help you and your family through your financial journey and have over 40 years of experience of expert financial advice and financial planning.
You and your family’s financial future
Our North Yorkshire Financial Advisers provide financial planning in the following areas:
Your North Yorkshire Team
Here for your financial life’s journey
We offer a range of financial planning services for whatever stage that you and your family are at during life’s journey. Whether you are looking at investing, planning for your retirement, buying your first home or looking at your pension options, we are here to support and guide you.
Your dedicated and qualified Adviser will be supported by a range of teams that are experts in their fields such as estate management, investments, equity release and mortgages. You will see your Adviser on a regular basis and you will discuss together how your plans are progressing and any new needs or objectives you or your family may have.
Our Investment Experts
The Ellis Bates advantage for you is that our in-house Investment team work hand in hand with your Financial Adviser on a daily basis, and together they seek to fully understand your objectives which translates into a well-managed, robustly performing portfolio.
We are authorised and regulated by the Financial Conduct Authority (FCA) and are obliged to research and recommend solutions from the whole of the market. Our advice is always impartial because we are independent, privately owned and not tied to or influenced by any products or providers.