Ellis Bates Financial Advisers

Independent Financial Adviser  15-19 Bloomsbury Way, London, WC1A 2BA
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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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Buy my next home
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Equity release
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Meet our advisers
MR Ben Clapham DipPFS
Regional Director
MR Tom Garsed-Bennet DipPFS
Financial Planner
MR Dax Bayley Dip CII, Cert SMP
Financial Planner
MR Andy King Dip CII
Financial Planner
Carol Lammy-Steele
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
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

15-19 Bloomsbury Way, Holborn, London, WC1A 2BA

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