Ellis Bates – Independent Financial Advisors Harrogate Victoria Avenue, Harrogate HG1 1JD
About the Business
Ellis Bates – Independent Financial Advisors Harrogate is a leading finance establishment that offers expert financial planning and advice for individuals and businesses in Harrogate and the surrounding areas. Our team of experienced financial advisors have years of collective knowledge and expertise in the financial industry, and are dedicated to providing comprehensive, unbiased advice to all of our clients.
Located at the prestigious address of Clarendon House, Victoria Ave, Harrogate, we are conveniently situated in the heart of the town, making us a popular point of interest for those seeking professional financial advice. Our reputation for excellence in customer service and our commitment to meet and exceed our clients' expectations has made us a trusted and respected institution in the region.
We provide a wide range of financial services, including investment planning, retirement planning, inheritance tax planning, mortgages and protection insurance, among others. Our advisors work closely with clients to understand their unique financial situation and goals, and offer tailored strategies to help them achieve their objectives.
At Ellis Bates, our friendly and approachable team is always on hand to answer questions and provide guidance throughout the financial planning process. We pride ourselves on our transparent fee structure and our commitment to providing honest, unbiased advice to our clients. Our mission is to help clients achieve financial success and peace of mind, no matter what their financial goals may be.
In summary, Ellis Bates – Independent Financial Advisors Harrogate is a leading finance establishment that provides expert financial planning and advice for individuals and businesses in Harrogate and beyond. Our commitment to excellence, transparency and customer service has made us a popular point of interest in the area, and we are proud to offer a wide range of financial services to help clients achieve their goals.
Photos
Location & Phone number
Clarendon House, Victoria Ave, Harrogate HG1 1JD, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"We have recently gone through the process of updating our wills with some important changes. Michelle Barker has overseen the process with professionalism and efficiency, we had good communication throughout along with courteous service. We would happily recommend Michelle for any estate planning."
"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."
"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!"
"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"
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