Welcome to Ellis Bates Financial Advisers
Bristol and South West
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
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Our Ellis Bates Financial Advisers deliver financial advice throughout the Bristol and South West region including:
| Avebury | Bath |
| Bristol | Burbage |
| Chippenham | Devizes |
| Faringdon | Frome |
| Glastonbury | Marlborough |
| Malmesbury | Portishead |
| Swindon | Trowbridge |
| Warminster | Wells |
| Weston-super-Mare | Yate |
Your Ellis Bates Financial Advisers Bristol and South West Team
Dawn Elkington
Financial Planner
Here for your financial life’s journey
From buying your first house, starting out with savings and investments, planning for educational fees and weddings, tax planning, pension management and all the way through to retirement planning, equity release for later years, inheritance tax planning, and making a Will and lasting power of attorneys and trusts, we are here to help you through your life’s journey and all the events and milestones along the way.
Teamwork
We have a whole team to support you, alongside your Adviser, who are experts in their field including mortgages, equity release, wills, trusts and investments. As a client you will be able to tap into all this expertise depending on your specific needs. Our teams work in collaboration to develop recommendations, and plans, all bespoke to you as an individual.
In-House Investment Experts
Our Financial Advisers work closely with our in-house investment team, who listen to your dreams and aspirations, and understand what you want out of life for you and your loved ones, so we can create a tailored investment portfolio to match your plans.
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.
Our Bristol Office Address
Ellis Bates Financial Advisers
40 Berkeley Square
Bristol
BS8 1HP