Who we are
We are expert Financial Planners, specialising in pensions, investments, mortgages, life, health and critical illness insurances. Since 1980, our experience has helped our clients to keep and grow their money, as well as make sensible financial decisions for their future.
It’s not just one Adviser who helps our clients – we work together as a team, meaning 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. 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 maintain a caring and personable approach to our work, meaning that if you call us you will get through to a real person who will either assist you, or find someone who can.
Our employees are key to our success, and to the financial achievement and security of our clients. We develop our people to be the best they can be, so they are fully trained and able to match their own ambitions to that of our growing company. We are delighted to have been accepted by the Chartered Institute of Insurance (CII) as a recognised examination centre for financial services qualifications.
The combined investments managed by Ellis Bates totals over £1 billion. This means that we have significant buying power and allows us to access information, product solutions and opportunities that smaller IFA firms may not be aware of.
We help our clients with their prosperity and financial well-being by cutting through the jargon to provide honest, open, accessible and straightforward financial advice.
Our team of business finance advisers hold experience across a myriad of commercial sectors. With access to an extensive portfolio of products and a personal approach, we can help.
Choosing the right company to provide you with sound and trustworthy financial advice isn’t a decision that can be taken lightly. Read what some of our customers have to say.