Ellis Bates - Independent Financial Advisers Hampshire -

Phone: 1423520052.
Website: ellisbates.com.
Specialties: Financial consultant, Service establishment, Financial planner, Investment service, Tax consultant.
Other points of interest: Online appointments, Appointment required.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Ellis Bates - Independent Financial Advisers Hampshire

1423520052

Ellis Bates - Independent Financial Advisers Hampshire is a reputable financial services company located in Hampshire, UK. You can find them at ellisbates.com or give them a call at 1423520052.

As an independent financial advisory firm, Ellis Bates offers a range of financial services, including financial consulting, financial planning, investment services, and tax consulting. They specialize in helping clients make informed decisions about their financial future, providing expert advice tailored to each individual's unique needs and goals.

One of the key features of Ellis Bates is their commitment to building long-term relationships with their clients. They take the time to understand each client's financial situation and aspirations, providing personalized guidance and support every step of the way. Whether you're just starting out on your financial journey or looking to make the most of your existing assets, Ellis Bates is here to help.

Another advantage of working with Ellis Bates is their extensive experience and expertise in the financial industry. Their team of advisers includes highly qualified professionals with years of experience in financial planning, investment management, and tax consulting. They have the knowledge and skills to help you navigate even the most complex financial challenges, providing clear and actionable advice to help you achieve your goals.

At Ellis Bates, they understand that every client is unique, and they offer a range of services to meet each individual's needs. From basic financial planning to comprehensive wealth management, they have the tools and resources to help you build a secure and prosperous future.

One of the conveniences offered by Ellis Bates is the option for online appointments. This allows clients to schedule consultations and meetings at a time that is convenient for them, without having to worry about travel or scheduling conflicts. Additionally, an appointment is required to ensure that each client receives the personalized attention and support they deserve.

Ellis Bates has received excellent reviews from their clients, with an average rating of 4.9 out of 5 on Google My Business. Many clients have praised the company's knowledgeable advisers, personalized service, and commitment to building long-term relationships.

Overall, Ellis Bates - Independent Financial Advisers Hampshire is a top-rated financial services company that offers a range of services to help individuals and families build a secure and prosperous financial future. With their extensive experience, personalized approach, and commitment to building long-term relationships, they are a trusted partner for anyone looking to make informed decisions about their finances. If you're looking for expert financial advice and support, be sure to check out Ellis Bates today.

Reviews of Ellis Bates - Independent Financial Advisers Hampshire

Colin Pargeter

5/5

I can't rate Dax Bayley highly enough. In our first meeting he clearly explained what Ellis Bates could do for me and what it would cost. He patiently answered all my questions recognising how big a deal it was for me and provided clear recommendations.

Dax has always been very responsive to any queries or concerns I've had and has provided key advice at crucial moments which has been extremely valuable. Thanks Dax!!!

Alan Brown

5/5

I had the pleasure of meeting Dax just over 2years ago. During this time Dax has proved himself to be the Ultimate Professional by the way in which he delivers he wealth of knowledge across in an understanding manner.
Dax is an extremely likeable Gentleman and from my experiences everything is explained in detail, making sure that all is fully understood.

Would I recommend Dax to others? Absolutely, 100%. He is an excellent Ambassador for Ellis Bates.

Alan McDonald

5/5

I have been dealing with Dax for a couple of years now he has a warm personality and nothing is too much bother.
When it’s review time it’s like catching up with an old friend.

John McCartney

5/5

Dax has been my/our financial advisor for a number of years, going back to the years prior to joining Ellis Bates. Dax moved to Ellis Bates, QED we moved to Ellis Bates. I would trust Dax with anything and everything financially and wouldn’t even question his advice, as being anything other than the best that can be given. We have only ever been in profit based on Dax’s advice.

Annette Harrison

5/5

Very impressed with the efficiency from enquiry to appointment. Dax is extremely knowledgeable and explains everything thoroughly. Dax put me at ease as he ran through pension options etc. I look forward to a long standing relationship with this company.

Elaine Willingham

5/5

I had a teams meeting with Dax Bayley, to discuss my pensions. Dax was very helpful, and had a wealth of knowledge. He explained my options very clearly, and gave extremely practical, good advice. I would highly recommend Dax and the Ellis Bates team for truly professional service.

John Line

5/5

From the very beginning I have found Dax to be very helpful and professional, providing a second to none service throughout.
I have recently found a forgotten pension fund since my first review was posted. It was a bit of a minefield getting it transfered but he and the admin team got me through it.
My original provider lost paperwork etc and because of that I was able to witness first hand just how thorough the Ellis Bates paperwork trial was and is. In fact four months after the original transfer request I am still waiting for three letters to arrive!
Without Dax's patience and guidance I might still be waiting for the transfer today but that has been completed.

Thank you Dax, and all the Ellis Bates team who played a part in dealing with me. If only all companies had a team that cared as much about their customers.

Mike Gaff

5/5

Dax professionalism has been exemplary in advising and guiding me to achieve my retirement goals. Throughout this journey Dax has inspired confidence that what I was hoping for was both achievable and realistic. Dax's patience and willingness to go the extra mile to make this happen has been particularly commendable. I look forward to working with Dax over my retirement years.