Welcome to Ellis Bates
West Yorkshire
Ellis Bates are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.
With over 40 years experience, we are here to help with your prosperity and financial well-being by providing honest, open, accessible and straightforward financial advice to you and your family.
Providing financial planning for you and your family’s future
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Our West Yorkshire Financial Advisers provide financial advice throughout the region including:
| Batley | Bradford |
| Bingley | Castleford |
| Dewsbury | Garforth |
| Grassington | Halifax |
| Huddersfield | Keighley |
| Ilkley | Leeds |
| Monk Fryston | Morley |
| Otley | Sherburn in Elmet |
| Silsden | Skipton |
| Pontefract | Tadcaster |
| Wakefield | Wetherby |
Your West Yorkshire Team
Carl Hasty
Chartered Financial Planner
Andrew Conally
Financial Planner
Mark Chandler
Chartered Financial Planner & Head of Estate Planning
Matthew Hawksworth
Regional Manager & Chartered Financial Planner
George Isherwood
Financial Planner
Support for you and your family
We provide help and planning for you and your family though those important life events. Whether you are wanting to get onto the property ladder or are looking at planning for your retirement, we are here to support you. We can also assist you with pensions, investments, insurance and protection, and estate planning including wills, probate and lasting powers of attorney.
Working together
Your Adviser will work closely with our own in-house specialist teams who are experts in their own fields including investment, mortgage and estate planning. Our friendly and trustworthy approach means clients confide, which allows us to tailor plans to give you long term financial peace of mind.
Our Investment Experts
We have a dedicated in-house investment team that work closely with our Advisers. We are justifiably proud of our investment track record and will help you create and maintain the right investment strategy to achieve your financial goals.
FCA Regulated
We are totally independent, privately owned and not tied to or influenced by any products or providers, which means that our advice is always impartial. As Independent Financial Advisers, we are authorised and regulated by the Financial Conduct Authority (FCA). Therefore, we are obliged to research and recommend solutions from the whole of the market. We are not incentivised by sales – we charge an agreed fixed fee for our services, so that we are always acting in your best interest.