Ellis Bates Financial Advisers, situated in Harrogate, is an independent and privately owned financial planning firm. Since 1980, they have been delivering personalized financial and investment plans, assisting clients in making informed financial decisions. With over 40 years of experience in expert financial advice and planning, the firm is committed to guiding you and your family through your financial journey. Ellis Bates Financial Advisers boasts a team of specialist financial planners focused on life, health, and critical illness insurance. Their collaborative approach ensures that recommendations are tailored to each client. Supported by dedicated teams of experts in areas such as estate management, investments, equity release, and mortgages, Ellis Bates Financial Advisers provides comprehensive support. Regular meetings with your qualified adviser allow for discussions on the progress of your plans and any new needs or objectives for you or your family. Catering to various life stages, the firm offers multiple financial planning services, whether you're considering investing, planning for retirement, purchasing your first home, or exploring pension options. With offices in Newcastle upon Tyne, London & Edinburgh, Ellis Bates Financial Advisers is well-positioned to serve clients across different locations.
UNIQUE FACTS:
• Online Appointments.
• Help You Build Your Assets.
• In-house Investment Team.
• Well-managed, Robustly Performing Portfolio.
3 Best Financial Services in Harrogate, UK
Expert recommended Top 3 Financial Services in Harrogate, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
ELLIS BATES FINANCIAL ADVISERS REVIEWS
I spent many months reviewing who I would like to be my financial advisor and have to say I'm incredibly happy with my decision to chose Eloise Bates. The staff are knowledgeable and friendly, keep me very updated on what is happening and the provision of the portal to see my investments is really easy. Well educated, professional advice will make me feel comfortable that my retirement pot is going to work hard for me and the reviews are always very details and well planned.
Ellis Bates has been looking after my pension fund and other investments for well over 20 years, they have been thoroughly professional and responsive to my financial needs and long term estate planning. Mark Chandler has been our adviser for 7 years, and has become our most trusted adviser and friend, and would be one of the first people we would call if we won the lottery!
Many thanks to Mark Chandler for a thorough and informative review meeting. It was very reassuring to meet Mark face-to-face and have the opportunity to discuss so many aspects of my financial investments. Much appreciated.
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4Life Wealth Management Limited's philosophy is a dedication to prioritizing its clients, forming the basis for its authentic client-centric approach. The company is led by directors Mark Andrews, Jonathan Woodward, and Chris Brewis. Their team of professional financial advisers is instrumental in providing personalized financial advice. Recognizing the dynamic nature of the world, 4Life Wealth Management understands the importance of consistent client contact and financial reviews in achieving successful financial planning. They acknowledge that change is inevitable, emphasizing their commitment to keeping clients informed about managing their wealth. To ensure transparency and accessibility, 4Life Wealth Management offers online valuation services through its website and an annual valuation report. They engage in discussions with clients to determine the desired level of ongoing service, which may involve regular review meetings—conducted either face-to-face or via telephone. These meetings focus on evaluating investments and personal circumstances, ensuring that decisions align with current objectives and remain suitable for the present and future. 4Life Wealth Management is dedicated to meeting clients' ongoing requirements, and they strive to establish clear expectations from the outset regarding what clients can anticipate and when.
UNIQUE FACTS:
• Structured Advice Process.
• Highly Qualified.
• Quality Advice.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
4LIFE WEALTH MANAGEMENT LIMITED REVIEWS
Simon Martin has looked after my finances for a number of years now and I could not be happier. He has always been the consummate professional and delivered results over and above what I have expected. Always available over the phone and face to face when requested, answering detailed questions fully and with great patience. He has been absolutely faultless from day one and I would highly recommend him to anyone seeking financial advice.
As both a client and Adviser at 4Life Wealth Management, I have been increasingly impressed with how the business has grown since i joined when it was set up. A highly efficient group of office and administration staff ensure clients enjoy a good experience, giving me 100% confidence when advising existing and also new clients.
I thought dealing with investments and pension advice would be a stressful process. Chris Brewis at 4Life has a professional yet friendly approach. He fully explained what was happening without too much jargon and kept me informed of every step. Well done, thank you and keep up the great work. I look forward to our next meeting.
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The Financial Planning Practice is a well-established independent financial adviser specializing in retirement planning, with Paul Turner is the Principal Partner. As a Chartered Financial Planner, Paul Turner brings over 30 years of experience and extensive qualifications to his role. Their client base typically consists of individuals nearing or in retirement with investable assets exceeding £250,000. As experts in retirement planning, they are well-versed in explaining pension freedoms and rules, guiding you through your options at this crucial life stage. Recognizing the dedication and hard work their clients have put into their careers, their goal is to ensure they have the means to enjoy a well-deserved retirement while also securing their family's future. The Financial Planning Practice operates with a small and friendly team, offering a bespoke and personalized service that places their client's goals and interests at the forefront of their work. Adopting a goals-based approach, they thoroughly review your entire financial situation before crafting a personalized plan. This approach ensures that your objectives are central to the strategy to help you achieve them.
UNIQUE FACTS:
• On-site Services.
• Online Appointments.
• Free Initial Meeting.
• First Class Customer Service.
• Implement Recommendations.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
THE FINANCIAL PLANNING PRACTICE REVIEWS
Paul has been looking after our financial affairs for the last 15 years, and has always been extremely responsive, attentive and professional. In the minefield of financial planning it is reassuring to know Paul, Claire and the team are always looking out for our best interests. Paul is thorough in understanding the individual's attitude to risk, and fitting the investment profile to match, and is never looking to take unreasonable commission on any investment. I would recommend, and do recommend Paul to anyone.
I consulted Paul at the Financial Planning Practice shortly before my retirement for advice on consolidating my pension policies and providing the best long-term income. It was not a straightforward situation as there were a number of different providers involved, both in the UK and in Belgium. Paul took great care to weigh up all my assets and requirements, as well as my attitude towards risk, and has set up a pension plan and an ISA for me. He continues to manage those funds on my behalf.
I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner
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