Ellis Bates - Independent Financial Advisers Harrogate - Harrogate

Amy Butler

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 Gardner

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 Ferguson

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 Blakemore

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 Stanhope

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 Miller

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 Shepherd

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 Picken

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