What our clients say
“We have found the members of this company to be professional, polite and utterly reliable with the advice they have given us, as well as being abreast of all the changes that have happened in recent years. Above all they have had the utmost patience in dealing with those of us who are slow in understanding things financial.”
“Having had Ellis Bates recommended to me in respect of the provision of a personal pension, and more recently a mortgage; I have been extremely pleased with the service provided for all my requirements. Having had less than satisfactory experiences elsewhere in the past, I was delighted to receive thoughtful advice, tailored to my personal needs, rather than the “one size fits all” approach seemingly offered by others. I would recommend Ellis Bates to anyone, as a firm demonstrating good old fashioned qualities such as reliability and transparency – I felt happy to trust their advice and judgment.”
As one of the longest established financial adviser firms operating in the UK, we provide individuals, families and corporate clients with financial advice that you can trust. Our business was founded by Peter Bates and Grant Ellis, who still have a significant presence on the Board.
Today, as our reputation, geographical reach across the UK and expertise continues to grow, our presence in the region and the principles by which we do business have remained fundamentally unchanged. In fact, we’re proud to say that many of our earliest clients and the generations that followed them continue to place their absolute trust in us as their financial guide.
Our financial advisors 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.