Welcome to Ellis Bates London
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 along every step of your financial journey and we are proud to have been supporting clients throughout the UK with expert financial advice and financial planning for over 40 years.
You and your family’s financial future
Our South East Financial Advisers provide financial planning in the following areas:
|Kingston Upon Thames
|South East London
|South West London
Your South East Team
Here for your financial life’s journey
We are all here to help you with all of life’s events, from buying your first house, savings and investments, planning for educational fees and weddings, tax planning, pension management, retirement planning, equity release for later years, inheritance tax planning, to making a Will and lasting power of attorneys and trusts.
It’s not just one Financial Advisor who will help you, we work with you as a team, meaning we bring in other team members who are experts in their field such as mortgages, equity release, wills, trusts and investments etc clients deal with a variety of our team depending on their specific needs. Our experts work in collaboration to develop recommendations, and everything is bespoke to the individual client.
In-House Investment Experts
We have our own in-house investment team who constantly look at the markets to ensure our clients’ monies are working the best they possibly can
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.