• Home
  • About Us
    • Meet your Financial Advisors
    • Meet your Client Servicing Teams
    • The Leadership Team
    • Our Fees
    • Our Reviews
    • Ellis Bates News
    • Careers
  • Our Services
    • Investing
      • Sustainable Investing
      • ESG Investing (Environmental, Social & Governance)
      • Invest Direct
    • Protecting Your Wealth
      • Your Family’s Future
      • Insurance & Protection
      • Inheritance Tax
      • Tax Planning
      • Wills & Probate
      • Lasting Power of Attorney
      • Trusts
      • Intergenerational Wealth Transfer
    • Retirement Planning
      • Retirement Calculator
      • How much do I need to retire
      • Can I retire early?
      • Retirement Savings Options
      • Cashflow Forecasting
    • Pension Planning
      • Pension Calculator
      • Flexible Pension Options
      • Pension Drawdown
      • SIPP
      • Pension Consolidation
      • Pension Lifetime Allowance
      • Pensions & Divorce
      • Gender Pension Gap
    • Financial Advice for Business Owners
      • Financial Advice for Employees
      • Salary Sacrifice
    • Mortgages
      • Equity Release
  • Financial Advice
    • Consumer Duty
    • Financial Advice Hub
    • Benefits of Financial Advice
    • Accessible Financial Advice
    • Refer a Friend
  • Get in Touch
Ellis Bates Financial Advisers Ellis Bates Financial Advisers Ellis Bates Financial Advisers Ellis Bates Financial Advisers Ellis Bates Financial Advisers
  • Client Login
  • Home
  • About Us
    • Meet your Financial Advisors
    • Meet your Client Servicing Teams
    • The Leadership Team
    • Our Fees
    • Our Reviews
    • Ellis Bates News
    • Careers
  • Our Services
    • Investing
      • Sustainable Investing
      • ESG Investing (Environmental, Social & Governance)
      • Invest Direct
    • Protecting Your Wealth
      • Your Family’s Future
      • Insurance & Protection
      • Inheritance Tax
      • Tax Planning
      • Wills & Probate
      • Lasting Power of Attorney
      • Trusts
      • Intergenerational Wealth Transfer
    • Retirement Planning
      • Retirement Calculator
      • How much do I need to retire
      • Can I retire early?
      • Retirement Savings Options
      • Cashflow Forecasting
    • Pension Planning
      • Pension Calculator
      • Flexible Pension Options
      • Pension Drawdown
      • SIPP
      • Pension Consolidation
      • Pension Lifetime Allowance
      • Pensions & Divorce
      • Gender Pension Gap
    • Financial Advice for Business Owners
      • Financial Advice for Employees
      • Salary Sacrifice
    • Mortgages
      • Equity Release
  • Financial Advice
    • Consumer Duty
    • Financial Advice Hub
    • Benefits of Financial Advice
    • Accessible Financial Advice
    • Refer a Friend
  • Get in Touch

Meet the Leadership Team

Executive Team

Michael Cope
Managing Director & Chartered Financial Planner
Elizabeth Mills
HR & Operations Director
Alan Cram
Investment Director
Jamie Alderson
Digital Acquisition Director
Ben Clapham
Director of Financial Planning

Senior Leadership Team

Amanda Glen
Head of Client Services
Jayne Graves
Head of Marketing
Jo Nickell-Lean
HR Manager
John Della Pietra
Head of IT
Nikki Pringle
Group Accountant
Rachael Dowde
Academy Manager
Steven Thompson
Head of Compliance
Please leave us a Google Review

Simply click here we really appreciate you taking the time to do this.

Ellis Bates IFA Harrogate

Clarendon House, Victoria Ave, Harrogate, HG1 1JD
Tel: 01423 520 052

Ellis Bates IFA Newcastle

The Pearl Suite 19, Floor 2, New Bridge St W, Newcastle upon Tyne, NE1 8AQ
Tel: 0191 232 8391

Ellis Bates IFA London

15-19 Bloomsbury Way, Holborn, London, WC1A 2BA
Tel: 020 3011 5252

Ellis Bates IFA Bristol

40 Berkeley Square, Bristol, BS8 1HP

Ellis Bates IFA Livingston

The Alba Centre, Alba Campus, Rosebank, Livingston, EH54 7EG
Tel: 01506 303 031

Ellis Bates Financial Advisers is a trading style of Ellis Bates Financial Solutions Limited (EBFSL) and Ellis Bates Wealth Management Limited (EBWML) who are authorised and regulated by the Financial Conduct Authority (FCA). Ellis Bates Financial Solutions Limited (EBFSL). Company Registration Number: 1655955. Registered in England. Ellis Bates Wealth Management Limited (EBWML). Company Registration Number: 09052815. Registered in England. Registered Office: Clarendon House, Victoria Avenue, Harrogate, North Yorkshire, HG1 1JD. EBFSL and EBWML are authorised and regulated by the Financial Conduct Authority (FCA). EBFSL’s Financial Services Register Number is 114394. EBWML’s Financial Services Register Number is 631117. You can check our details at www.fca.org.uk/register or by contacting the FCA on 0800 111 6768. EBFSL and EBWML are members of the Ellis Bates Group of Companies.

Read our Privacy Policy

Interested in becoming an Ellis Bates client?
Sales Enquiry Team
03300 562287
03300 562286