Ellis Bates - Independent Financial Advisers Harrogate - Harrogate

Address: Clarendon House, Victoria Ave, Harrogate HG1 1JD, United Kingdom.
Phone: 1423520052.
Website: ellisbates.com
Specialties: Financial consultant, Financial planner, Investment service, Tax consultant.
Other points of interest: Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 74 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Ellis Bates - Independent Financial Advisers Harrogate

Ellis Bates - Independent Financial Advisers Harrogate Clarendon House, Victoria Ave, Harrogate HG1 1JD, United Kingdom

☎️1423520052

⏰ Open Hours of Ellis Bates - Independent Financial Advisers Harrogate

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

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Ellis Bates - Independent Financial Advisers Harrogate

Ellis Bates is a reputable financial advisory firm located in Harrogate, United Kingdom. With a strong focus on providing personalized financial planning services, Ellis Bates has earned a solid reputation for delivering exceptional results to their clients. The firm is situated at Clarendon House, Victoria Ave, Harrogate HG1 1JD, United Kingdom, making it easily accessible for clients in the area.

The team at Ellis Bates consists of experienced and knowledgeable professionals who specialize in various areas of finance, including financial planning, investment services, and tax consulting. Their commitment to staying up-to-date with the latest industry trends and regulations ensures that clients receive the most comprehensive and accurate advice possible.

Ellis Bates offers a range of services catering to individual and business clients alike. Some of their key specialties include:

Financial consulting
Financial planning
Investment services
Tax consulting

In addition to their core services, Ellis Bates also provides several amenities to ensure a comfortable and accessible experience for all clients. These include:

Online appointments
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilet
Appointment required

With a stellar reputation and a commitment to excellence, Ellis Bates - Independent Financial Advisers Harrogate is highly regarded in the industry. They have received 74 reviews on Google My Business, with an impressive average rating of 4.8 out of 5 stars. This strong track record of client satisfaction is a testament to the firm's dedication to providing top-notch financial advice and services.

One satisfied client, Michelle Barker, had this to say: 'Ellis Bates has recently guided my parents through getting Wills with a property protection trust. She is so patient and explains every step so clearly. Highly recommended'

In conclusion, Ellis Bates - Independent Financial Advisers Harrogate is a trusted and reliable choice for anyone seeking expert financial guidance. With their extensive expertise, commitment to client satisfaction, and exceptional reputation, they are well-equipped to help clients achieve their financial goals.

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"summary": "Ellis Bates is a trusted financial advisory firm in Harrogate, UK, offering personalized financial planning services and a range of specialties.",
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👍 Reviews of Ellis Bates - Independent Financial Advisers Harrogate

Ellis Bates - Independent Financial Advisers Harrogate - Harrogate

Amy B.

5/5

Michelle Barker has recently guided my parents through getting Wills with a property protection trust. She is so patient and explains every step so clearly. Highly recommended!

Stephan G.

5/5

I spent many months reviewing who I would like to be my financial advisor and have to say I'm incredibly happy with my decision to chose Eloise Bates.

The staff are knowledgeable and friendly, keep me very updated on what is happening and the provision of the portal to see my investments is really easy.

Well educated, professional advice will make me feel comfortable that my retirement pot is going to work hard for me and the reviews are always very details and well planned.

Highly recommended

Jim F.

5/5

Since moving my pension fund to Ellis Bates when I was unhappy with a previous company's handling and performance, I can honestly say I did the right thing. Their subsequent advice on this and other financial matters over the years has been realistic and logical, saving me money in the process. They do what they say they're going to do with minimal delay and I've never felt under any pressure to proceed with any financial planning suggestions. Contact and updates are excellent and the ongoing annual reviews add to the feeling my affairs are in safe hands. All staff and consultants I've spoken to have been courteous and helpful. Thanks to all.

Carol B.

5/5

From the first meeting with Mark Chandler I knew that he and Ellis Bates were the people I could rely on to take care of my investments. Their service is always professional and informative. Any information requests are dealt with promptly and fully explained in a way that can be understood .
Mark ‘s support during a difficult period has been invaluable and I feel certain my association with Mark and Ellis Bates will continue into the future.

Carol Blakemore

Alex S.

5/5

I had a fantastic experience with this firm. Their advisor was excellent and gave sound advice on the financial advice process and the specifics of my financial situation, but what really blew me away was his integrity. Where other firms might have tried to sell their own services as more profitable to them, my IFA bent over backwards to give me an honest appraisal of what's best for me, even though Ellis Bates would earn less from it. I will definitely look to use them again in the future.

Audrey M.

5/5

Ben Clapham has been looking after our portfolio for a few years now and we are very pleased with the level of service and commitment from him. Even during the pandemic he has kept in touch and reviewed our needs. A quick mention for Kim Gill, who is always friendly, helpful and courteous. We are very pleased with Ellis Bates.

Brian S.

5/5

Ellis Bates has been looking after my pension fund and other investments for well over 20 years, they have been thoroughly professional and responsive to my financial needs and long term estate planning. Mark Chandler has been our adviser for 7 years, and has become our most trusted adviser and friend, and would be one of the first people we would call if we won the lottery!

Carole P.

5/5

Mark Chandler from Ellis Bates has been our financial advisor for the last 3 years. In that time Mark has given sound financial advice, through some very difficult times with Brexit & Covid pandemic. Over the past 3 years, Ellis Bates portfolios have outperformed the market, as have our pensions with Royal London who Mark recommended we should invest with. Mark is very approachable & is always very clear with his advice on our financial planning, which is very flexible & reflects our choice of lifestyle. I have total confidence in Mark Chandler & the products he recommends to us. We thoroughly recommend Ellis Bates if you require any financial advice. They are a very professional company, which is personified by Mark Chandler every time we have had the pleasure of his company during our financial reviews.
Regards
Keith & Carole Picken