Welcome to Ellis Bates
Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.
We put you and your family’s financial needs at the heart of everything we do. We have over 40 years of experience in the financial services industry and look after over £1 billion of clients’ investments, pensions and savings. Our mission is to be the UK’s more trusted provider of lifelong financial advice.
You and your family’s financial future
Our West Yorkshire Financial Advisers provide financial advice throughout the region including:
Your West Yorkshire Team
Support for you and your family
We provide help and planning for you and your family though those important life events. Whether you are wanting to get onto the property ladder or are looking at planning for your retirement, we are here to support you. We can also assist you with pensions, investments, insurance and protection, and estate planning including wills, probate and lasting powers of attorney.
Your Adviser will work closely with our own in-house specialist teams who are experts in their own fields including investment, mortgage and estate planning. Our friendly and trustworthy approach means clients confide, which allows us to tailor plans to give you long term financial peace of mind.
Our Investment Experts
We have a dedicated in-house investment team that work closely with our Advisers. We are justifiably proud of our investment track record and will help you create and maintain the right investment strategy to achieve your financial goals.
Ellis Bates are authorised and regulated by the Financial Conduct Authority (FCA). We are Independent Financial Advisers, which means we are not influenced by any products or providers and look at the whole of the market so we can make the best decisions for our clients’ financial situation.