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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