Ellis Bates IFA Harrogate

Reviews, get directions and contact details for Ellis Bates IFA Harrogate

"Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping you achieve your goals.We understand just how important it is to you to find a trustworthy and expert Financial Adviser. If you choose Ellis Bates we can reassure you just how well we will look after you and your family, putting you and financial objectives at the very heart of every decision.Our pensions, retirement planning, inheritance, mortgage and investment teams all work together to support you in your financial journey.Interested in becoming an Ellis Bates client?03300 56228703300 562286"

Address: Adam House, Ripon Way, Harrogate HG1 2AU, UK

Phone: 01423 520052

Website

State: North Yorkshire

City: Harrogate

Zip Code: HG1 2AU

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

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

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.

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!

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.PositiveResponsiveness, Quality, Professionalism, Value

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

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.

Neil Brining of Ellis Bates has been our Financial Advisor for many years and we have been really pleased with all he has done for us. He has helped with our retirement planning and given good sound advice on other financial matters. He is both professional and personable and always takes the time to help us understand things fully. Highly recommended.

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

Mark Chandler has looked after my finances for the last 4 yrs. The last 12 months have seen disappointing results for all the financial markets. Ellis Bates portfolio has minimised the impact on my finances. While not over happy at my investment not returning a profit this year, Mark Chandler fully explained the reasons for this & pointed out that my investments are still showing a profit since they were taken out. Mark Chandler delivered our review in a professional manner over a zoom call, that left me feeling confident that Ellis Bates are the right company to handle my finances.

We have used Ellis Bates for many years, and in particular Mike Gent as our finacial advisier for the past 20 years or so. We have found all advice offered to be very nuch ro our investment requirements, but - most importantly, to be totally trustworthy. Our investments have all grown steadily over the years, and we have the confidence to know that our holdings are completely safe. Mike Gent offered invaluable advice thoughout and particularly a few years back when illness meant that arrangements had to be made for our own domestic affairs. We wish every good fortune to MIke Gent in his retirement, and know that his replacement will provide equally good advice and support.

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Ellis Bates IFA Harrogate

Reviews, get directions and contact details for Ellis Bates IFA Harrogate

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