Welcome to Ellis Bates North East
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 East Financial Advisers provide deliver financial advice throughout the following areas:
| Alnwick | Barnard Castle |
| Berwick-upon-Tweed | Cleveland |
| Catterick | Darlington |
| Durham | Galashiels |
| Gateshead | Hartlepool |
| Middlesbrough | Morpeth |
| Newcastle | North Shields |
| Redcar | Richmond |
| Rothbury | Sedgefield |
| South Shields | Stockton |
| Sunderland | Teesside |
| Tynemouth | Whitley Bay |
Your North East Team
Nigel Swan
Regional Director & Head of Pensions
Amy Burge
Financial Planner
Sara Guy
Financial Planner
Trevor Shelley
Financial Planner
Helping you achieve your financial goals
We are here to look after you and your family, putting you and your financial objectives at the very heart of every decision.
We are here to help with mortgages, pension management, savings and investments, retirement planning, equity release, inheritance tax planning, trusts, making a will and appointing lasting powers of attorney
Teamwork
We work with you as a team by bringing in other team members who are experts in their field such as wills, trusts, mortgages, equity release and investments. This will depend on your specific requirements, so that our recommendations are bespoke to you.
In-House Investment Experts
Our in-house investment team work hand in hand with your Financial Adviser, using our years of expertise and in-depth market analysis and knowledge to make the very best recommendations for you and your family.
FCA Regulated
We are totally independent, privately owned and not tied to or influenced by any products or providers, which means that our advice is always impartial. As Independent Financial Advisers, we are authorised and regulated by the Financial Conduct Authority (FCA). Therefore, we are obliged to research and recommend solutions from the whole of the market. We are not incentivised by sales – we charge an agreed fixed fee for our services, so that we are always acting in your best interest.