Ellis Bates Group

Founded in 1980, Ellis Bates is a firm of Independent Financial Planners, offering bespoke financial planning solutions to individuals and businesses looking for a relationship led service. As a firm of Independent Financial Planners, we are completely independent-minded and offer impartial quality financial advice on a complete range of services, including; mortgages, pensions, life insurance and investment portfolios. The firm has a genuine emphasis on providing the highest level of personal advice to all our clients, and within each field of expertise we seek to deliver a tailored service, focusing on individual requirements. We are committed to working closely with our clients to help them reach their lifetime financial objectives, ensuring their plans are workable and affordable. Our focus is to build long-term client relationships, whilst delivering a high level of personal service and trusted advice. With head offices in Harrogate and Newcastle, and coverage across Yorkshire and the North-East, we have been advising clients for more than 30 years - whilst continually developing our range of bespoke financial services to meet the requirements of new and existing clients. As a well-respected company within Yorkshire and the North, with a talented, highly esteemed and professionally qualified team of 70 staff, you can be confident in our abilities to offer you the best advice on your financial matters.