How we can help you

We can help support you in achieving the financial goals you have set. Our financial planning experts and whole of market approach means we can create a strategy that will help you to preserve and grow your wealth, tailoring it in line with your specific life goals and long-term financial aspirations.

For us, financial planning is about so much more than helping you to get the most from your money. It’s about providing accessible, trusted, lifelong financial advice to protect and secure your future. No matter what your financial status, every Ellis Bates client receives the same care and attention. We’re here to guide you and provide straight-forward financial planning advice to help you get more out of your finances and, ultimately, more out of life.

Our financial services at a glance;

Investments
Helping you to protect and grow your wealth in accordance with your personal circumstances and aspirations.

Planning for your Retirement
Helping you to ensure that the wealth you’ve accrued during your working life continues to give you the lifestyle you want when you retire.

Tax Planning
Providing professional advice and planning to help you achieve considerable tax savings.

Inheritance tax and Estate Planning
Providing an effective inheritance tax and estate strategy to protect your beneficiaries.

Financial Protection
Helping you to protect yourself, your family and all the things in life that matter to you.

Mortgage Equity Release
Helping you when you step onto the property ladder, move house, re-mortgage or need to release funds from your home.

Long Term Care Funding
Helping you and your loved ones to plan and prepare for every eventuality.

School Fees Funding
Taking a helpful and diligent approach to educational funding.

  • Personal Pension Advisers

    • Pension targeting
    • Single premiums
    • Self-invested personal pensions
    • Transfer of pension benefits
    • Pensions issues on divorce
    • Pension life assurance cover

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  • Mortgage Advisers in Harrogate & Newcastle

    • Buying your first home or moving house
    • Re-mortgaging
    • Buy-to-let market
    • Equity release
    • ‘Help to Buy’ schemes
    • Business premise purchase

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Your financial partners for life...