Ellis Bates Financial Solutions Ltd

Independent Financial Adviser Adam House, Ripon Way, Harrogate, HG1 2AU
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
    • EEA
    • Rest of world
Meet our advisers
Dawn Elkington DipPFS
Financial Planner
Neil Brining DipPFS
Financial Planner
Nicky Matheson DipPFS
Financial Planner
Mike Andresco DipPFS
Financial Planner
Michael Cope DipPFS
Managing Director
Mark Chandler FPFS, MCSI
Head of Estate Planning
Accreditations
Chartered Financial Planner
Stuart Matheson BA(Hons), APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Ian Barker DipPFS
Financial Planner
Jim McHugh DipPFS
Financial Planner
Bob Wood CeMap Certs CII (MP & ER)
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.”
Jen & Clive, North Yorkshire
“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.”
Mr MacPherson, North Yorkshire
Where to find us

Adam House, Ripon Way, Harrogate, HG1 2AU

Contact us
About us

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 services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Ellis Bates Financial Solutions Limited (EBFSL). Company Registration Number: 1655955. Registered in England.

You can check our details at www.fca.org.uk/register or by contacting the FCA on 0800 111 6768.

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Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security