Ellis Bates - Independent Financial Advisers York -

Ellis Bates - Independent Financial Advisers York is a well-known and respected financial advisory firm located in the heart of York, UK. With a rich history and a team of experienced professionals, the firm has established itself as a trusted provider of financial planning, investment, and tax consultation services.

The firm's address is Ellis Bates Financial Advisers, 23 High Petergate, York YO1 7HD, UK. You can easily reach them by phone at 1423520052. To learn more about their services and team, you can visit their website at ellisbates.com.

Ellis Bates - Independent Financial Advisers York specializes in several areas, including financial planning, service establishment, financial consulting, investment services, and tax consulting. Their team of experts can help you navigate the complex world of finance and make informed decisions about your financial future.

One of the key features of Ellis Bates - Independent Financial Advisers York is their personalized approach to financial planning. They take the time to understand your unique needs and goals, and then develop a customized plan to help you achieve them. Whether you're planning for retirement, saving for a child's education, or looking to invest in real estate, they have the expertise and experience to help you make the most of your money.

Another advantage of working with Ellis Bates - Independent Financial Advisers York is their commitment to transparency and communication. They believe that open and honest communication is the key to building long-term relationships with their clients, and they strive to provide clear and concise information about their services and fees.

Ellis Bates - Independent Financial Advisers York also offers the convenience of online appointments, making it easy for you to schedule a consultation at a time that works for you. However, it's important to note that an appointment is required to ensure that you receive the personalized attention and expert advice that you deserve.

According to Google My Business, Ellis Bates - Independent Financial Advisers York has received an impressive 35 reviews, with an average rating of 5/5. This is a testament to the firm's commitment to providing exceptional service and delivering on their promises.

Reviews of Ellis Bates - Independent Financial Advisers York

Phil Brisk

5/5

My wife and I have always been incredibly impressed by, and grateful for, the service and advice offered by Ellis Bates. They are just lovely people. Our most recent dealings have been with Nicky Matheson. Perhaps the highest compliment we can pay Nicky is that she reminds us so much of Peter Bates - one of the founders of Ellis Bates. LIke Peter, Nicky is an absolute pleasure to deal with. Warm, friendly, straightforward, BS-free, knowledgeable, expert, authoritative. We recommend Nicky and Ellis Bates unreservedly.

Roger Carr

5/5

My wife and I have been in the hands of Michael Cope at Ellis Bates for some years now and are thoroughly happy with all the above catagories. They are very professional, have a good product in what we have, are good value and are very responsive to the market changes if you let them have a free reign.
We would not hesitate to recommend Ellis Bates as a company and Micael as an advisor.

Sharon R

5/5

I have been investing through Ellis Bates for about a year.
The initial information sharing, advice and patient, professional but friendly and approachable manner were all very important to me. Michael Cope and his team have continued to be helpful and supportive at all times.
The icing on the cake is that financially they have performed particularly well for me.
Ellis Bates were recommended to me and I am very happy to commend them to others.

Ben Harris

5/5

We have been with Ellis Bates for a number of years. Feel confident that they are looking after our affairs. We get regular updates and our advisor Nicky Matheson is helpful and we are able to contact her directly if and when we need to.

Jane Watson

5/5

I have been with Ellis Bates nearly 3 years now & I am really pleased with the experience I have had with all the team .
I could not wish for a better adviser than Nicky , always pleasant & friendly , professional & reassuring. At our first meeting both myself and my husband engaged with Nicky immediately .
Over the past 2 - 3 years we have had annual reviews , discussed things that have concerned or confused me & Nicky has always provided help & reassurance . When ever I have required advice she has been there with the answers. She always goes the extra mile to make sure that I have understood & am happy with the outcome of our discussions. Nothing is too much trouble for her .
I appreciate her for all the help , support and advise given over the past 3 years . Long may it continue. A big Thank you to Nicky & all the team at Ellis Bates.

Ian Akister

5/5

Nicky has given us the best advise we have ever had. We are now in a fantastic place and our future is secured. We could not wish for a better person to handle our pensions and our savings have grown beyond what we thought was possible. I would recommend Ellis Bates and Nicky Matheson to absolutely anyone. Thanks you Nicky.

Spizz Energi

5/5

I think I’ve been with Ellis Bates about 30 years now. That’s an accolade in itself. Firstly with Paul and then the smoothest of transitions to Nicola Matheson. I cannot recall any issues in all that time. Always a prompt, friendly and professional response to requests. Always contactable…now there’s a rare thing these days. Also excellent service from the office. Geraldine always prompt replying. Great set up.
Regards
Bob B

Brian Avery

5/5

Stuart Matheson has been our Financial Advisor for a number of years and has provided an excellent service. He is to be recommended.
Brian A.