Ellis Bates - Independent Financial Advisers Newcastle - Newcastle upon Tyne

Ellis Bates - Independent Financial Advisers Newcastle

Ellis Bates - Independent Financial Advisers Newcastle is a reputable financial services firm located at Suite 19, Floor, Ellis Bates - Independent Financial Advisers Newcastle, 2 New Bridge St W, Newcastle upon Tyne NE1 8AQ, United Kingdom. The firm specializes in providing comprehensive financial planning, investment services, and tax consultation to clients in the Newcastle area and beyond.

Specialties and Services

• Financial planning tailored to individual needs and goals
• Expert investment advice to grow and preserve wealth
• Tax planning and minimization strategies

With a team of knowledgeable and experienced financial advisors, Ellis Bates offers personalized attention and support to help clients make informed decisions about their financial future. The company's commitment to exceptional service is reflected in its high customer satisfaction ratings and positive reviews.

About Ellis Bates - Independent Financial Advisers Newcastle

The firm's dedication to client satisfaction is evident in its 'appointment recommended' policy, ensuring that each client receives the undivided attention they deserve. The office is also wheelchair accessible, making it convenient for all clients to access the services they need. Ellis Bates - Independent Financial Advisers Newcastle is committed to staying up-to-date with the latest industry trends and advancements, allowing them to provide the most accurate and effective financial advice possible.

Getting Started with Ellis Bates - Independent Financial Advisers Newcastle

To get started with Ellis Bates - Independent Financial Advisers Newcastle, clients can schedule an online appointment through the firm's website or by calling 1912328391. The firm's website, ellisbates.com/northeast, provides additional information about the services offered and the team of advisors. With a focus on personalized service and expert financial advice, Ellis Bates - Independent Financial Advisers Newcastle is well-equipped to help clients achieve their financial goals.

👍 Reviews of Ellis Bates - Independent Financial Advisers Newcastle

Jeanette C.

5/5

Sara was a font of knowledge and advised clearly on my different options, never felt rushed.She was pleasant and was able to answer all my queries in plain English.She was a joy to talk too.

Stewart K.

5/5

Thank God, there are people who really care about their clients!I have had a horrid time trying my best over things and now I have the right people to do my work.Amy Burge is still a breath of fresh air and her work shows through.What can one say when you get good results from a very good working team!Have a blessed day 🙏.
Kind regards: Stewart.

Ann M.

5/5

Sara took time to understand my current and future needs and I had total confidence in her advice. I had to trust her as far as fees and it certainly looks like my funds are outperforming the cost .. so far!

June S.

5/5

Excellent service ,lovely staff

David A.

5/5

Dawn E.

5/5