Welcome to Ellis Bates
North 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
Your Business  |
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Our North Yorkshire Financial Advisers deliver advice in the following areas:
| Boroughbridge | Bridlington |
| Driffield | Harrogate |
| Helmsley | Knaresborough |
| Malton | Market Weighton |
| Northallerton | Pickering |
| Pateley Bridge | Richmond |
| Ripon | Scarborough |
| Selby | Skipton |
| Thirsk | Wetherby |
| Whitby | York |
Your North Yorkshire Team
Alan Cram
Investment Director
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
Michael Cope
Chief Commercial Officer & Chartered Financial Adviser
George Isherwood
Financial Planner
Lee DeRedder
Financial Planner
Rob Shackleton
Financial Adviser
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.
Our Investment Experts
The Ellis Bates advantage for you is that our in-house Investment team work hand in hand with your Financial Adviser on a daily basis, and together they seek to fully understand your objectives which translates into a well-managed, robustly performing portfolio.
FCA Regulated
We are authorised and regulated by the Financial Conduct Authority (FCA) and are obliged to research and recommend solutions from the whole of the market. Our advice is always impartial because we are independent, privately owned and not tied to or influenced by any products or providers.