Ellis Bates

Independent Financial Adviser Adam House, Ripon Way, Harrogate, North Yorkshire, HG1 2AU
FCA verified
18th March 2019
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Stakeholder
    • Taxation planning
Meet our advisers
Derick Miles Rawlings
Managing Director
Where to find us

Adam House, Ripon Way, Harrogate, North Yorkshire, HG1 2AU

About us

Plan & Prosper Ltd advises its clientele of high net worth individuals and companies on Pensions, Tax Efficient Capital Investment and Protection products against death or illness.

In particular we specialise in retirement planning for individuals including phased retirement drawdown income plans, pension transfers for those leaving or retiring from final salary schemes and inheritance tax mitigation.

We provide an initial free consultation at which the method of charging for services is discussed and agreed.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

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