• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Livingston: 01506 303 031 | London: 020 3011 5252

Welcome to Ellis Bates North East

Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.

With over 40 years experience, we are here to help with your prosperity and financial well-being by providing honest, open, accessible and straightforward financial advice to you and your family.

Providing financial planning for you and your family’s future

Your Money  Your Protection  Your Property  Your Business  Your Future
Savings & investments
Investment advice
Socially responsible
investing
Inheritance Tax
Estate planning
Wills & Probate
Lasting power of attorney
Insurance & protection
Mortgages
Equity release
Lifetime mortgage
• Group pension schemes
• Insurance & protection
• Tax planning
Financial advice
Pensions
Retirement planning
• Financial forecasting

Our North East Financial Advisers provide financial advice throughout the region including:

Berwick-upon-TweedCleveland
DarlingtonDurham
GalashielsGateshead
HartlepoolMiddlesbrough
MorpethNewcastle
North ShieldsRedcar
South ShieldsStockton
SunderlandTeesside
TynemouthWhitley Bay

Your North East Team

Helping you achieve your financial goals

We are here to look after you and your family, putting you and your financial objectives at the very heart of every decision.

We are here to help with mortgages, pension management, savings and investments, retirement planning, equity release, inheritance tax planning, trusts, making a will and appointing lasting powers of attorney

Teamwork

We work with you as a team by bringing in other team members who are experts in their field such as wills, trusts, mortgages, equity release and investments. This will depend on your specific requirements, so that our recommendations are bespoke to you.

In-House Investment Experts

Our in-house investment team work hand in hand with your Financial Adviser, using our years of expertise and in-depth market analysis and knowledge to make the very best recommendations for you and your family.

FCA Regulated

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 are not incentivised by sales – we charge an agreed fixed fee for our services, so that we are always acting in your best interest.