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OUR SERVICE
We are expert Financial Planners, specialising in pensions, investments, life, health and critical illness insurances. Since 1980, our experience has helped our clients to keep and grow their money, as well as make sensible financial decisions for their future.
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Pensions and Retirement Planning
Investments
Inheritance, Wills & Estate Planning
Life Insurance & Critical Illness Cover
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Particularly good with a very personable approach
I have had a very professional service delivered in a clear and easy to understand fashion. Andy King has been particularly good with a very personable approach but one which gives me confidence in the expertise being offered
- Ken P
Financial support has been thorough and compassionate
Five Star. Gary Davies financial support has been thorough and compassionate through the years we've used him. With Ellis Bates, he has the firm's outstanding growth backup and administrative support to continue his excellent service to us
- John L
All our advisors are authorised and regulated by the Financial Conduct Authority (FCA)
We've matched 1000's of people to Ellis Bates advisors across the UK
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We guarantee you will only be matched to an Ellis Bates Independent Financial Advisor