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 
The little allowance with big potential Individual Savings Accounts (ISAs) are an incredibly effective means of shielding your money from…
Making Sacrifices For Home Ownership Over Retirement Millennials are chasing the home ownership dream at the potential cost of a…
Careful Planning Can Reduce Or Even Eliminate The Inheritance Tax Payable Intergenerational planning helps you put financial measures in place…
Annual and lifetime limits When it comes to managing money, one of the things some people find most difficult to…