Ellis Bates, now part of Shackleton
Financial-Services
Website
Company Tagline
We are expert, independent financial planners, helping businesses and individuals achieve their financial goals
Industry Category
Business Keywords
Company Description
Ellis Bates, now part of Shackleton, is a leading financial services provider dedicated to helping both businesses and individuals achieve their financial aspirations. With a strong commitment to putting clients' needs first, Ellis Bates Financial Advisers focus on delivering peace of mind and enabling financial freedom, ensuring clients reach their individual, family, and business financial objectives.
Located at Clarendon House, Victoria Avenue, Harrogate, Please select HG1 1JD, GB, Ellis Bates, now part of Shackleton, offers a comprehensive suite of services, including workplace pensions, executive pension schemes, and personal and business tax planning. The firm also specializes in investment planning, asset protection, and retirement planning. Their expertise extends to self-invested personal pension schemes (SIPP) and small self-administered pension schemes (SASS), providing tailored solutions for diverse financial needs.
Ellis Bates, now part of Shackleton, stands as a trusted provider of lifelong financial advice, distinguished by its client-centric approach and comprehensive service offerings. We invite the management team to enhance this profile with a customized company showcase and product listing, highlighting the unique strengths and services of Ellis Bates, now part of Shackleton, on our platform.
Key Personnel / Employees
Compare Companies Side by Side
Compare Ellis Bates, now part of Shackleton with 3 companies in Financial-Services
| Comparison Field |
Ellis Bates, now part of...Main Company |
Bright Wealth Manage...View Profile |
Throgmorton Associat...View Profile |
Arkenstone Wealth Ma...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2003 | 2014 | |
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Company Size
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— | 11-50 | 51-200 | 2-10 |
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City
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Harrogate, Please select | Warrington, Cheshire | Enderby, Leicestershire | Wimbledon, England |
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Country
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United Kingdom | United Kingdom | ||
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Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Planning
Investment Management
Retirement Planning
Pension Schemes
Tax Planning
Wealth Management
Financial Advice
Investment management
Pensions
Life cover
Mortgages
Inheritance Tax Planning
|
7 Total
1 Common
6 Unique
Match
8%
Common Skills:
Wealth Management
Unique Skills:
Business Protection
Critical Illness Cover
Financial Education
Income Protection
Investments
Life Assurance
|
9 Total
1 Common
8 Unique
Match
8%
Common Skills:
Wealth Management
Unique Skills:
Business & Investment Planning
Entrepreneur Club*
Intergenerational Wealth Planning
Investment Planning
Long Term Care
Protecting You & Your Estate
+2
|
7 Total
3 Common
4 Unique
Match
25%
Common Skills:
Financial Advice
Investment Management
Wealth Management
Unique Skills:
Independent Financial Advice
Insurance
Investments
Savings
|
4
Total Companies2003
Oldest Founded1
Countries29
Unique SkillsSimilar Companies
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Alternative Company Names
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