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

Welcome to Ellis Bates
South Yorkshire

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

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 South Yorkshire FA provide financial advice throughout the region including:

Barnsley
Doncaster
Rotherham
Sheffield

Your South Yorkshire Team

Carl Hasty
Mark Chandler
Matthew Hawksworth

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.

Working together

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.

FCA Regulated

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.