Ellis Bates Financial Solutions Ltd

Independent Financial Adviser Branch Office -74 Hummershill Lane, Marske By The Sea, Redcar, TS11 7DJ
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
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Trevor Shelley
Financial Planner
Margery Gledson
Financial Planner & Mortgage Adviser
Nigel Swan
Pension Specialist
Where to find us

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

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, 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
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
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

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