Ellis Bates Financial Solutions Ltd

Independent Financial Adviser Grainger Chambers, Hood Street, Newcastle Upon Tyne, Newcastle, NE1 6JQ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 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
    • Healthcare
    • 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
Margery Gledson
Financial Planner & Mortgage Adviser
Mike Gent
Financial Planner
Nigel Swan
Pension Specialist
Ray Ward
Financial Planner
Trevor Shelley
Financial Planner
Michael Cope
Managing Director
What our clients say
"We have had previous IFA's but, without doubt, Ellis Bates has been the best. All the advisers we have dealt with have been friendly, pleasant & knowledgeable. The reports resulting from our annual meetings, to evaluate our needs and risk profile are comprehensively detailed, and any post-meeting questions are answered promptly. Most importantly, our four years with Ellis Bates have more than met our financial objectives. We cannot recommend them highly enough.”
W. & G. Loney, North-East
“As a client of Ellis Bates for a number of years I have always found them very honest and great to deal with. I would not hesitate in recommending this company."
Arnold Siswick, North-East
Where to find us

Grainger Chambers, Hood Street, Newcastle Upon Tyne, Newcastle, NE1 6JQ

Contact us
About us

As one of the longest established IFA 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, 35 years on, 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 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.

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
£20,000
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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