Ellis Bates Financial Solutions Ltd

  • Grainger Chambers Hood St , Newcastle Upon Tyne , NE1 6JQ
  • 0191 232 8391

Our financial advisers hearken to your life aims and formulate a financial plan to ship your objectives, that are individually tailor-made to your aspirations. Whether or not you need to make investments for causes similar to retirement, supporting your kids by schooling, defending yourself and your loved ones, or shopping for a brand new home, we’ll analyze your present investments and create a bespoke and built-in plan to fulfill your wants. Our strategic planning course is designed to present you with a coherent financial plan, so that you may be assured we’ll discover you the simplest path to get from aspiration to fulfillment.

As one of many longest-established financial adviser companies working within the UK, we offer people, households, and company clients with the financial recommendations that you could believe. Our enterprise was based on Peter Bates and Grant Ellis, who, 35 years on, nonetheless have a big presence on the Board.

Services
  • Free Initial Meeting
  • Will Travel to You
  • Personal, Business & Trusts
  • Investments
  • Pensions Advice
  • Estate Planning
  • Tax Planning
  • Mortgage Advice
  • Life Insurance
  • Inheritance Tax Planning
  • Retirement Planning
  • Mortgages
  • Business Financial Protection
  • Bespoke Investment Portfolios
  • Equity Release
Office hours
Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday Closed
Sunday Closed
Our Location