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Insurance Attorneys

Ellis Bates – Independent Financial Advisors Garforth

Ellis Bates - Independent Financial Advisors Garforth is a company that provides financial advice and services to clients in Garforth. They specialize in insurance and have a team of experienced attorneys who can assist clients with their insurance needs. With their expertise and dedication, Ellis Bates - Independent Financial Advisors Garforth is committed to helping clients achieve their financial goals.

Introduction to Ellis Bates – Independent Financial Advisors Garforth

Ellis Bates is an independent financial advisor company located in Garforth, UK. Established in 1980, the company has been providing financial advice to clients for over 40 years. Ellis Bates focuses on providing personalized financial planning services to individuals, families, and businesses. The company is unique because it is independent, meaning it is not tied to any particular financial institution and can offer unbiased advice to clients.

Services & Products

Ellis Bates offers a range of financial planning services tailored to meet the needs of their clients. These services include retirement planning, investment management, estate planning, tax planning, and insurance advice. The company also provides specialized services for businesses, such as employee benefits and pension scheme advice. Clients can expect a personalized approach to their financial planning needs, with a team of experienced advisors dedicated to helping them achieve their financial goals.

Location

Ellis Bates is located in Garforth, a suburban town in the City of Leeds metropolitan borough. The area is known for its small-town charm and community feel, with a mix of local shops and businesses. The town is easily accessible by public transportation, with the nearest train station, Garforth Station, just a 5-minute walk away. Other nearby public transportation options include the Garforth Bus Station and the East Garforth Train Station.

Benefits

One of the key benefits of choosing Ellis Bates as a financial advisor is their independent status. This means that they are not tied to any particular financial institution and can offer unbiased advice to clients. The company also has a team of experienced advisors who are dedicated to helping clients achieve their financial goals. Ellis Bates takes a personalized approach to financial planning, tailoring their services to meet the individual needs of each client.

Good to know

Customers should be aware that Ellis Bates is a fee-based financial advisor company, meaning that they charge for their services based on a percentage of the assets they manage. The company is registered with the Financial Conduct Authority (FCA) and is fully compliant with all regulations and requirements.

Reviews

Customers have praised Ellis Bates for their personalized approach to financial planning and their knowledgeable team of advisors. Many clients have reported feeling confident in their financial future thanks to the advice and guidance provided by Ellis Bates.

Amenities

  • amenity
    legal advice

FAQ

What specific areas of insurance law does your firm specialize in?

At Ellis Bates, we do not specialize in insurance law. We are independent financial advisors who provide a range of financial planning services to our clients.

Can you provide examples of successful cases your firm has handled in the past?

As a financial planning firm, we do not handle legal cases and therefore do not have any examples of successful cases to provide.

How does your firm bill for legal services and what are your rates?

We do not provide legal services and therefore do not have billing rates for legal services. Our fees are based on the financial planning services we provide and are discussed and agreed upon with each individual client.

How will you communicate with me throughout my case and keep me updated on its progress?

As we do not handle legal cases, this is not applicable. However, we do maintain open lines of communication with our clients and keep them updated on the progress of their financial planning services through regular meetings and updates.

What is your firm's approach to settling cases versus going to trial?

As a financial planning firm, we do not handle legal cases and therefore do not have an approach to settling cases versus going to trial. Our focus is on providing personalized financial planning services to our clients to help them achieve their financial goals.