Welcome to Ellis Bates
South East & London
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 South East and London Financial Advisers provide deliver financial advice throughout the following areas:
| Basingstoke | Brighton | Bromley |
| Chelmsford | Crawley | Croydon |
| Guildford | Dartford | Hastings |
| Hemel Hempstead | Horsham | Ilford |
| Kingston Upon Thames | North London | Maidstone |
| Portsmouth | Reading | Redhill |
| Rochester | Romford | Salisbury |
| Slough | Southampton | South East London |
| Southend-on-Sea | South West London | Stevenage |
| Sutton | Tunbridge Wells | Twickenham |
| Uxbridge | Winchester | Windsor |
Your South East and London Team
Andy King
Financial Planner
Ben Clapham
Financial Planning Director North East
Gary Leftley
Financial Planner
Here for your financial life’s journey
We are all here to help you with all of life’s events, from buying your first house, savings and investments, planning for educational fees and weddings, tax planning, pension management, retirement planning, equity release for later years, inheritance tax planning, to making a Will and lasting power of attorneys and trusts.
Teamwork
It’s not just one Financial Advisor who will help you, we work with you as a team, meaning we bring in other team members who are experts in their field such as mortgages, equity release, wills, trusts and investments etc clients deal with a variety of our team depending on their specific needs. Our experts work in collaboration to develop recommendations, and everything is bespoke to the individual client.
In-House Investment Experts
We have our own in-house investment team who constantly look at the markets to ensure our clients’ monies are working the best they possibly can
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.