We are delighted to announce that Ellis Bates have achieved Top Rated Financial Adviser Firm status in VouchedFor again in 2024.
The theme this year is ‘Helping solve life’s financial puzzles’ and for over 40 years we have been humbled to be chosen as the trusted adviser by all our clients.
These same clients have then taken time out to leave heartfelt, insightful feedback for which we are truly grateful.
It is these reviews which then form the backbone of the assessment of achieving Top Rated Firm status in the UK, along with being vetted and monitored in key areas such as ensuring our clients are on track to achieve their financial goals and fully understand all elements of risk and fee structure.
Ben Clapham, Director of Financial Planning: ‘As always, public recognition is as a result of tremendous teamwork which leads to giving our clients the best experience possible. We would not be able to deliver the service we do without exceptional people supporting throughout our various teams, whilst some of us are the face of this, the entire team’s contribution makes amazing things happen for our clients.’
Alongside achieving Top Rated Firm status, 18 of our financial advisers also achieved Top Rated Adviser, many for the second year in succession.
