Ellis Bates Financial Advisers

Independent Financial Adviser  Branch Office -74 Hummershill Lane, TS11 7DJ
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FCA authorised
Last authorised 20th September 2021
With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Nigel Swan
Pension Specialist
Margery Gledson
Financial Planner & Mortgage Adviser
MR Trevor Shelley
Financial Planner
About us

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 services

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

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Branch Office -74 Hummershill Lane, Marske By The Sea, Redcar, TS11 7DJ

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