Ellis Bates News

Ellis Bates now trading as Shackleton, Britain’s financial adviser
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It’s time for a new approach to financial advice. One which is fair, transparent, dependable and consistent – for the whole of the UK. One based on proven expertise and…

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Ellis Bates become part of Skerritts Group
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  As of 30th September, Ellis Bates will become part of the Skerritts Group.   Ellis Bates have always had ambitious plans to become one of the UK’s largest and most…

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2024 Election Guide
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Prime Minister Rishi Sunak has announced that the next general election will take place on Thursday, July 4. This announcement ends months of speculation about the election date. We have…

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VouchedFor Top Rated Firm 2024
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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…

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International Women’s Day
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International Women’s Day 8th March 2024  Imagine a gender equal world. A world free of bias, stereotypes, and discrimination. A world that’s diverse, equitable, and inclusive. A world where difference…

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FT Advisers Top 100
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We are delighted to announce that Ellis Bates are once again in the FT Advisers Top 100 Financial Advisers 2023. This annual ranking of the 5500+ advice firms in the…

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Consumer Duty: Principle 12
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The Consumer Duty legislation has been put in place to focus on ensuring fair value, providing products and services designed to meet client needs, delivering high levels of client service…

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What is Consumer Duty?
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Director of Financial Planning, Ben Clapham, explains the legislative backdrop to the new consumer duty regulations that were introduced by the Financial Conduct Authority (FCA) in August 2023. Find Your…

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Consumer Duty and What it Means For You
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by Ben Clapham, Director of Financial Planning The Consumer Duty is a package of measures introduced by the Financial Conduct Authority (FCA) and comprises of a new Consumer Principle (Principle…

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Culture governance and accountability webinar
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August 2023 sees the introduction by the Financial Conduct Authority (FCA) of new Consumer Duty legislation with a focus on fair value, products and services designed to meet client needs,…

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Ellis Bates ‘Wears it Green’ for Mental Health Awareness​
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On 18th May, employees across Ellis Bates raised funds for the Mental Health Foundation by taking part in “Wear it Green Day”, an initiative set up in aid of Mental Health Awareness…

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Top Rated Firm 2023 status
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We are delighted to announce that Ellis Bates has achieved Top Rated Firm 2023 status. The Top Rated Firm accreditation is a powerful standard for financial advice firms which identifies…

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