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 entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, 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

☎️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

Okay, here’s a comprehensive overview of Ellis Bates – Independent Financial Advisers Harrogate, presented in a formal and helpful tone, suitable for someone seeking financial advice:

Ellis Bates – Independent Financial Advisers: A Reliable Partner

Ellis Bates – Independent Financial Advisers, located in Harrogate, North Yorkshire, stands as a respected firm dedicated to providing comprehensive financial solutions. They operate from their offices at Clarendon House, Victoria Ave, Harrogate HG1 1JD, United Kingdom, and can be contacted directly at Phone: 1423520052. Their website, Website: ellisbates.com, offers a wealth of information and resources for prospective clients.

Core Services and Expertise

Ellis Bates specializes in a broad range of financial services, catering to diverse client needs. Their core competencies include acting as a financial consultant, meticulously crafting tailored financial plans, delivering robust investment services, and providing expert tax consulting. They clearly demonstrate a commitment to understanding individual circumstances and developing strategies designed for long-term financial security. The firm focuses on building lasting relationships with clients, prioritizing transparency and clear communication throughout the entire process.

Location and Accessibility

The Harrogate office is strategically situated to serve clients across North Yorkshire. The premises are designed with accessibility in mind, boasting a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. This commitment to inclusivity ensures that all clients can comfortably access and utilize their services. Furthermore, they offer convenient online appointments, expanding their reach and accommodating busy schedules.

Client Feedback and Reputation

Ellis Bates has garnered a consistently positive reputation within the local community. They currently hold 74 reviews on Google My Business, with an impressive average opinion of 4.8/5. This high rating suggests a dedication to client satisfaction, responsiveness, and a genuine desire to help individuals achieve their financial goals. The feedback frequently highlights a strong emphasis on clarity and patience – particularly when dealing with complex matters such as estate planning.

Key Features & Information

Appointment Required: Clients are required to schedule an appointment to ensure personalized attention.
Restroom Facilities: Accessible restroom facilities are available on-site.
* Comprehensive Planning: They offer bespoke financial plans encompassing retirement, investments, and tax optimization.

Concluding Recommendation

For individuals and families seeking a trustworthy and knowledgeable financial advisor in Harrogate and the surrounding areas, Ellis Bates – Independent Financial Advisers appears to be an excellent choice. Their commitment to accessibility, combined with their diverse expertise and overwhelmingly positive client feedback, makes them a strong contender. We highly recommend visiting their website at ellisbates.com to explore their services in more detail and to schedule a consultation. Taking the first step towards securing your financial future is easier than you might think – contact Ellis Bates today.

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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