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.
With over 40 years experience in financial planning, we will always put your financial agenda before ours and provide you and your family with advice that we genuinely believe is in your best interest.
You and your family’s financial future
Our South Yorkshire FA provide financial advice throughout the region including:
Your South Yorkshire Team
Here for your life events
We understand just how important it is to you to find a trustworthy and expert financial Adviser. If you choose Ellis Bates we can reassure you just how well we will look after you and your family. We can help you with retirement planning, mortgages, inheritance tax planning, investments and estate planning. We are here to help guide you through these life events.
Our Advisers work closely with our in-house specialist teams who are experts in their field including investments, estate planning and mortgages, to find a suitable and bespoke recommendation to suit your specific requirements.
Our Investment Experts
We have our own in-house investment team who work hand in hand with your Adviser on a daily basis. Whether you are new to investments or want to re-evaluate your investment portfolio, we can help you.
Ellis Bates is authorised and regulated by the Financial Conduct Authority and are committed to research and recommend solutions from the whole of the market, which means we are not tied to or influenced by any products or providers. We charge an agreed fixed fee for our services, so that we are always acting in your best interests.