Ellis Bates is an independent financial advisory company based in Essex. They offer a range of financial services including investment banking, estate planning, tax consulting, and insurance. Their team of experienced financial planners and consultants provide expert advice to individuals and businesses alike. Additionally, Ellis Bates has a team of insurance attorneys and social security attorneys who can assist clients with legal matters related to insurance and social security. With a focus on economics and law, Ellis Bates is dedicated to helping clients achieve their financial goals.
Introduction to Ellis Bates Independent Financial Advisors Essex
Ellis Bates Independent Financial Advisors Essex is a financial advisory company that was founded in 1980. The company has a mission to provide its clients with personalized financial advice and services that meet their specific needs. What sets Ellis Bates apart from its competitors is its dedication to building long-term relationships with its clients, as well as its team of highly-experienced financial advisors who have a deep understanding of the financial industry.Services & products
Ellis Bates Independent Financial Advisors Essex offers a wide range of financial services and products to its clients. These include investment management, retirement planning, tax planning, estate planning, and insurance services. Clients can also receive advice on a variety of financial matters, including auto insurance, economic consulting, and social security. Ellis Bates takes a holistic approach to financial planning, ensuring that clients receive advice that is tailored to their unique financial situation.Location
Ellis Bates Independent Financial Advisors Essex is located in the heart of Essex, a bustling business district with a range of businesses, including investment banks, financial planners, and estate planning attorneys. The area is easily accessible by public transportation, with the closest train stations being Chelmsford Station, Witham Station, and Hatfield Peverel Station, all within a 5-mile radius.Benefits
Clients who choose Ellis Bates Independent Financial Advisors Essex can expect to receive personalized, high-quality financial advice and services that are tailored to their specific needs. The company's team of experienced financial advisors takes a comprehensive approach to financial planning, ensuring that clients receive advice that is in their best interests. Ellis Bates is also committed to building long-term relationships with its clients, providing ongoing support and guidance throughout their financial journey.Good to know
Clients should be aware that Ellis Bates Independent Financial Advisors Essex is a fee-based financial advisory firm, which means that clients pay a fee for the services they receive. However, this fee structure is designed to ensure that clients receive unbiased advice that is not influenced by commissions or other incentives.Reviews
Ellis Bates Independent Financial Advisors Essex has received positive reviews from its clients, who praise the company for its personalized approach to financial planning and its team of experienced financial advisors. Clients also appreciate the company's commitment to building long-term relationships and providing ongoing support and guidance.
FAQ
How do you charge for your services?
At Ellis Bates, we charge for our services through a fee-based model. This means that we charge a percentage of the assets we manage for our clients. We believe this model aligns our interests with our clients' interests, as our compensation is tied to the success of their investments.
Can you provide references or case studies of your past clients?
Yes, we are happy to provide references and case studies of our past clients upon request. We take pride in the relationships we build with our clients and the results we achieve for them.
What are your fees and how are they structured?
Our fees are structured on a percentage of the assets we manage for our clients. The percentage varies depending on the size of the account and the services provided. We are transparent about our fees and believe they are competitive within the industry.
What professional qualifications do your financial planners have?
Our financial planners hold a variety of professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP). We believe in ongoing education and encourage our team to pursue additional certifications and designations.
What is your fee structure for investment services?
Our fee structure for investment services is based on a percentage of the assets we manage for our clients. The percentage varies depending on the size of the account and the services provided. We believe this fee structure aligns our interests with our clients' interests and allows us to provide personalized, high-quality investment services.
