Working at Ellis Bates Financial Advisers

It’s not just one Adviser who helps our clients – we work together as a team, meaning clients deal with a variety of our team depending on their specific needs. Our experts work in collaboration to develop recommendations and everything is bespoke to the individual client. We have our own in-house investment team who constantly look at the markets to ensure our clients’ monies are working the best they possibly can.

We maintain a caring and personable approach to our work, meaning that if you call us you will get through to a real person who will either assist you, or find someone who can.

Our employees are key to our success, and to the financial achievement and security of our clients. We develop our people to be the best they can be, so they are fully trained and able to match their own ambitions to that of our growing company. 

Chartered status is the ‘gold standard’ in financial planning and it’s rare that a financial planning company is Chartered. We’re very proud to be one of them.

Being Chartered commits us to offering the highest quality advice while adhering to a strict code of ethics – both of which are reflected in how we work with our clients.