Ellis Bates Financial Advisers
In August 2023 the Financial Conduct Authority (FCA) introduced new Consumer Duty legislation with a focus on ensuring fair value, providing products and services designed to meet client needs, delivering high levels of client service and improving consumer confidence and client understanding.
Over the last 4 decades we have worked tirelessly on these principles for our clients and both welcome and embrace an even greater spotlight being placed on our industry on achieving good financial outcomes for all.
Our mission is to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their financial goals. We take great pride in leading the way in having these four key outcomes already well and truly embedded in how we look after our clients, both old and new, and continue to work relentlessly on our client experience and outcomes.
To see the full FCA legislation please visit: https://www.fca.org.uk/firms/consumer-duty
Ben Clapham, Director of Financial Planning at Ellis Bates
Visit our YouTube channel for more videos 
Continuing your support long into the future We spend our lives working to provide for ourselves and our loved ones.…
Nearly £20 Billion Unclaimed Money And Growing The scale of the UK’s lost Pensions Mountain has been exposed by the…
Minimising the financial impact on you and your loved ones What would life be like if you were diagnosed with…
Time to review your financial plans with a financial check-up? If you are aiming to retire within the next five…