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Financial Planners, District Attorneys, Solicitors, Insurance Attorneys, Financial Advisors

Ellis Bates - Independent Financial Advisors Surrey

Ellis Bates Independent Financial Advisors Surrey is a company that specializes in providing financial planning and investment services to clients. They have a team of experienced financial advisors, solicitors, and tax attorneys who help clients with estate planning, insurance, and other financial services. The company caters to both public sector and society, and has expertise in economics and law. Ellis Bates Independent Financial Advisors Surrey is committed to providing high-quality financial services to their clients.

Introduction to Ellis Bates Independent Financial Advisors Surrey

Ellis Bates Independent Financial Advisors Surrey is a financial advisory firm that has been in business for over a decade. The company's primary purpose is to help clients achieve their financial goals through personalized financial planning and investment advice. What makes this company unique is the team of highly experienced and knowledgeable financial advisors who work closely with their clients to provide tailored advice and solutions to meet their specific needs.

Services & products

Ellis Bates Independent Financial Advisors Surrey offers a range of financial advisory services, including estate planning, investment services, and insurance advice. Clients can also receive assistance with tax planning and other legal issues related to their finances. The company prides itself on providing customized solutions for each client's unique needs, rather than offering a one-size-fits-all approach.

Location

Ellis Bates Independent Financial Advisors Surrey is located in the heart of Surrey, a bustling city with a diverse range of businesses and industries. The area is easily accessible by public transportation, with several bus stops and train stations within a few minutes' walk of the company's office. The three closest public transportation options are the Guildford Bus Station (0.1 miles), London Road Guildford Railway Station (0.4 miles), and Guildford Railway Station (0.6 miles).

Benefits

Clients should choose Ellis Bates Independent Financial Advisors Surrey because of the company's personalized approach to financial planning and investment advice. The team of financial advisors has years of experience working with clients from a variety of industries and backgrounds, and they are dedicated to helping each client achieve their unique financial goals.

Good to know

Customers should be aware that Ellis Bates Independent Financial Advisors Surrey is not a law firm and does not provide legal advice. However, the company works closely with estate planning attorneys and tax attorneys to provide comprehensive financial planning solutions for clients.

Reviews

Customers have praised Ellis Bates Independent Financial Advisors Surrey for their excellent customer service and personalized approach to financial planning. Clients have noted that the financial advisors take the time to understand their unique needs and provide tailored solutions to help them achieve their financial goals.

Amenities

  • amenity
    financial planning
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    investment advice
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    retirement planning
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    tax planning
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    insurance services
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    wealth management
  • amenity
    estate planning
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    free consultation
  • amenity
    online services
  • amenity
    complimentary consultation
  • amenity
    legal advice
  • amenity
    payment plan
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    document preparation
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    notary services
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    insurance claims assistance
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    wi-fi
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    notary service
  • amenity
    parking
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    wheelchair access
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    legal document preparation
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    online appointment booking
  • amenity
    tax advice
  • amenity
    tax preparation
  • amenity
    tax filing
  • amenity
    tax representation
  • amenity
    tax relief
  • amenity
    tax audit assistance
  • amenity
    tax refund assistance

FAQ

What types of financial products do you offer?

We offer a wide range of financial products including investment services, estate planning, insurance, and tax planning. Our team of financial advisors and planners will work closely with you to determine the best products to meet your financial needs and goals.

Can you explain the plea bargaining process in detail?

We do not handle criminal law cases or plea bargaining. Our firm specializes in financial planning and investment services.

How do you communicate with victims and their families throughout the duration of a case?

We do not handle legal cases or work with victims and their families. Our focus is on providing financial advice and services to help our clients meet their financial goals.

How do you charge for your services and what are the fees?

Our fees are based on the services provided and are typically charged as a percentage of assets under management. The exact fee structure will be discussed and agreed upon during the initial consultation with our financial advisors.

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

As a financial planning and investment firm, we do not handle legal cases. However, we have a track record of success in helping our clients achieve their financial goals through sound investment strategies and financial planning.