A history rooted in providing outstanding independent and impartial financial planning.
Ellis Bates is a privately owned, independent financial planning company (IFA). 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.
Whether you’re looking for a robust financial plan, investment strategy or simply need advice about a specific financial matter, we’re here to help you on an independent and impartial basis
For us, sound financial advice is as much about helping you to ask the right questions as it is giving you the right answers.
We aim to be the UK’s most trusted and accessible provider of lifelong financial advice. Whatever your circumstances or depth of advice required, we aim to treat all clients equally. We’ll take the time to understand your aspirations and cut through the jargon and complexities to provide the best guidance possible to assist you in:
- Avoiding making costly financial mistakes
- Achieving a better return on your money
- Accessing a broader range of ‘whole of market’ financial solutions than you could access yourself.
We still live in the community we grew up in
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 core values are;
- We do what’s right
- We are in it together
- We are passionate
- We are ambitious