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Ellis Bates - Independent Financial Advisers Harrogate

(47)

Investingâ¼, Your Familyâs Futureâ¼, Financial Advice For Business Ownersâ¼

“Would highly recommend Ellis Bates, found them to be most helpful, kept me fully informed and regularly updated on how they were proceeding with my pension plans, found them to be very professional and courteous.”

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City House Investors Limited

(18)

Financial
Sound
Pension

“Simon Dixon -City House Investors I was extremely pleased with the service and advise he has given me over the last few years . He has been most professional and very trustworthy .I have no hesitation in recommending his services Positive Responsive...”

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DSC Accountants & Auditors, Harrogate

(4)

Business Financial Planning, Accounts, Bookkeeping and Payroll, Audit and Assurance

“DSC Accountants have always provided an excellent range of services and have been extremely helpful and polite in giving advice and explaining the options available to me on what would benefit our business. It has always been a pleasure to deal with ...”

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The Financial Planning Practice

(3)

Pensions, Investments, Estate Planning

“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 provi...”

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Harrogate Wealth Management Limited

(1)

“Professional, client focused, owner managed business providing excellent and friendly service.”

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4life Wealth Management

(13)

Adviser
Service
Questions

“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 ex...”

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MHM Pension Services

(1)

“Worked with George for some time and wouldn't hesitate recommending. He and his team have been great in supporting our clients in understanding financial matters.”

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Completely Financial

(1)

“Fantastic. I have been a client of Jonathan's @ Completely Financial for a number of years and his advice has always served me well. Now in my mid 50s and looking for a way out of my super stressful job, Jonathan has made me realise - after a thoro...”

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Schofield Money - Independent Financial Advisor Harrogate

(1)

“My wife and I are now three years into our investment journey with Schofield Money and the service we have received since day one has been first class. This company really cares about their clients and work hard to achieve their clients needs and inv...”

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Budge & Co

“We are a financial services company with more than 50 years' experience of providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. We pride ourselves in offering an expert and personal se...”

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Martin Hirst Financial Consultancy

(4)

“My experience of Martin Hirst Financial Consultancy has been highly truly great and a pleasure to know and be associated with the company. They are hands on an are true professionals at the service they offer. My business is MSM property lettings...”

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MSA Financial Services

“20 Low Mill Court Shaw Mills, Harrogate. HG3 3HJ”

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McInroy and Wood

“McInroy & Wood's wholly owned subsidiary, McInroy & Wood Portfolios Limited (MWP), is responsible for the administration of the MW Funds. McInroy & Wood undertakes the investment management within those funds. These funds are used both in discretiona...”

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Attivo

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Perspective

“For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, our clients, to make full and effective use of your financial resources, so you can plan for and achieve th...”

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Imagine Financial Planning

“We believe passionately in making a difference to our clients' lives and effective collaboration can be best achieved with personalised, face to face advice. To give you genuine control over your financial life, we have developed a dynamic process ba...”

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Release Equity From My Home

“You've worked hard all your life and nearing retirement, or retired and don't quite have the cash and/or income to let you do everything you'd hoped or planned to do.”

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Cardale Financial Planning

“Our extensive range of financial services enables us to work with clients to help them develop a financial plan to grow and protect their wealth based on current circumstances and financial objectives. Services include financial planning, investments...”

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Cooper Johnston Wealth Management

Financial Planning, Investment Management, Retirement Planning

“At Cooper Park Wealth Management (our new Company name from April 2024 following the change from Cooper Johnston Wealth Management), we understand that when you are considering entrusting matters of the greatest financial importance to someone else, ...”

FAQs

What advice do you provide?

As holistic financial planners, we provide investment management, retirement planning, tax planning, life insurance, income protection and long term care advice. We do not provide mortgage advice albeit we can recommend an independent mortgage broker to you. We are also happy to recommend appropriate accountancy and legal advice and liaise with other professionals as required.

How can you help me?

As experienced Financial Planners we will work with you to understand your current circumstances and your future objectives. Once we have done this, we will recommend a financial plan which includes a review your current policies, investments and pensions to see whether these are right for you. We will review the performance of any investments and pensions you have to identify whether this can be improved upon.

How often should I review my affairs?

We will agree with you a basis and frequency of review. Normally, we recommend a review meeting takes place at least once a year although it may be more or less frequent depending upon your circumstances.

How much will your advice cost?

We make no charge for an initial meeting as this is to ascertain whether we are able to help you and for you to consider whether our services are right for you. At this meeting, we will explain how much our fees are likely to be based upon the amount of time and advice.

Do you work on a commission basis?

We established the Company in 2002 as a fee-based financial planning practice as we believed that the concept of a Financial Adviser being paid by a commission was fundamentally flawed as it could create an advice bias. Eventually, the profession caught up and we were delighted when all firms were required to provide advice on a fee basis from 2013.

Other questions that you might have are answered on the FAQ page of our website.

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Novus Financial Services

Events & Experiential, Strategic Marketing & Comms, Design, Photography & Copy

“A global team of passionate creators, we're built to help businesses connect, communicateand convince. We understand the why, we define the how and make the what possible. Put simply, whether you need that vital strategic insight into exactly why you...”

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JWH Wealth

“After putting up with our stubborn resistance over many years, Jeremy's patience finally won us over and we have to say, he has restored our faith in financial advisors. His concern and attention to our needs (not to mention that St. James's Place in...”

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Hutchinson Wealth Management

“Over the past seven years, our Financial Adviser and his team have always given us sound and trustworthy advice as well as excellent service and support when needed. In the autumn of our years, we have no doubt that they will continue to offer assist...”

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Business Works UK

(50)

Other Accounting Services, Business Growth, Access to Finance

“never used a accountant before so contacted business works about a problem we had. Sindy went through everything with us and put us at ease. would highly recommend them .would like to thank Sindy and the staff at business works for all their he...”

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Oakwood Solicitors

(44)

Mis-Sold Pensions, Bank Fraud and Scam Claims, Breach of Insurance Claims

“Would defiantly use again if ever needed. Alex was an absolute star, made the process feel so easy (though I doubt it was on her end 🤣) really made it feel like she cared and she went above and beyond to make sure my partner was kept involved and upd...”

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Average Cost	£3671
Minimum cost	£1225
Maximum cost	£10401
Avg Per Hour Rates	£369

Best Financial Advisors in Harrogate

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Harrogate area.

Ellis Bates - Independent Financial Advisers Harrogate

City House Investors Limited

DSC Accountants & Auditors, Harrogate

The Financial Planning Practice

Harrogate Wealth Management Limited

4life Wealth Management

MHM Pension Services

Completely Financial

Schofield Money - Independent Financial Advisor Harrogate

Budge & Co

Martin Hirst Financial Consultancy

MSA Financial Services

McInroy and Wood

Attivo

Perspective

Imagine Financial Planning

Release Equity From My Home

Cardale Financial Planning

Cooper Johnston Wealth Management

Novus Financial Services

JWH Wealth

Hutchinson Wealth Management

Business Works UK

Oakwood Solicitors

Retirement Planning and Investment Management Services in Harrogate Cost Estimates

Why these companies made our list

Wealth Management Advisors near Harrogate

Popular in Harrogate