Welcome to Ellis Bates Financial Advisers Scotland
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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Ellis Bates Financial Advisers Scotland provide financial advice throughout the region including:
| Alloa | Bathgate |
| Callander | Clydebank |
| Cumbernauld | Dumbarton |
| Dunblane | Dunfermline |
| Edinburgh | Falkirk |
| Galashiels | Glasgow |
| Kilmarnock | Kirkcaldy |
| Lanark | Linlithgow |
| Livingston | Motherwell |
| Paisley | St Andrews |
| Stirling | Tyndrum |
Your Ellis Bates Financial Advisers Scotland Team
Colin Welsh
Chartered Financial Planner
The Alba Centre, Alba Campus, Rosebank, Livingston, EH54 7EG
Here for your financial life’s journey
We offer a range of financial planning services for whatever stage that you and your family are at during life’s journey. Whether you are looking at investing, planning for your retirement, buying your first home or looking at your pension options, we are here to support and guide you.
Teamwork
Your dedicated and qualified Adviser will be supported by a range of teams that are experts in their fields such as estate management, investments, equity release and mortgages. You will see your Adviser on a regular basis and you will discuss together how your plans are progressing and any new needs or objectives you or your family may have.
Michelle Barker
Estate Planning Specialist
In-House Investment Experts
Our Financial Advisers work closely with our in-house investment team, who listen to your dreams and aspirations, and understand what you want out of life for you and your loved ones, so we can create a tailored investment portfolio to match your plans.
Find out more about investing with Ellis Bates Financial Advisers Scotland.
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.