Ellis Bates Financial Advisers

Ellis Bates Financial Advisers 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.

Our Advisers help our clients with their prosperity and financial well-being by cutting through the jargon to provide honest, open, accessible and straightforward financial advice. We are totally independent, privately owned, and not tied to or influenced by any products or providers, which means that our advice is always impartial.

Ellis Bates look after over £1 billion of clients’ investments, pensions and savings, and our mission is to be the UK’s most trusted provider of lifelong financial advice.

Our Financial Advisers listen to your life objectives and formulate a financial plan to deliver your goals, which are individually tailored to your aspirations.

Whether you are looking to invest for reasons such as retirement, supporting your children through education, protecting yourself and your family, or buying a new house, we will analyse your current investments and create a bespoke and integrated plan to meet your needs.

Our strategic planning process is designed to give you a coherent financial plan, so you can be confident we will find you the most effective route to get from aspiration to fulfilment.