Business Details
Your Trusted Financial Advisers in London
Ellis Bates is Britain's financial adviser, committed to delivering fair, transparent, and dependable financial advice nationwide. Our approach is rooted in proven expertise, mutual respect, and a client-first philosophy, ensuring that every recommendation aligns with our clients' unique needs. As a Chartered firm, we uphold the highest professional standards, offering holistic financial planning services tailored to life stages, from pension and retirement advice to wealth management.Our independence allows us to provide whole-of-market solutions, free from provider restrictions, while our decades of collective experience across our network of established practices ensures consistent, high-quality service. We prioritise long-term relationships built on trust, with advisers rewarded solely for acting in clients' best interests. Our values, inspired by Ernest Ellis Bates's legacy, drive us to make financial advice accessible and meaningful for all UK residents.
Services
Pension Planning
Retirement Advice
Wealth Management
Mortgage Advice
Inheritance Tax Planning
Business Owner Services
Investment Management
Financial Planning
Estate Planning
Chartered Advisory
Highlights and features
- We are Chartered Financial Planners with industry-leading qualifications.
- Our whole-of-market approach ensures unbiased, tailored financial solutions.
- Decades of collective experience across our nationwide network of advisers.
- Transparent fee structure with no hidden charges or obligations.
- Client-first ethos: Advisers rewarded solely for acting in your interests.
Associations and certifications
- Financial Conduct Authority
What people say
Transparent fee structure
Knowledgeable team
Personalised advice
Ethical standards
Nationwide service
Services
Pension Planning
We specialise in creating tailored pension strategies to maximise retirement income while minimising tax liabilities. Our advisers help clients navigate complex pension options, consolidate existing schemes, and optimise contributions. With a focus on long-term growth and risk management, we ensure your pension aligns with your lifestyle goals and financial circumstances.
Wealth Management
Our wealth management services integrate investment management, tax planning, and estate preservation to grow and protect client assets. We develop customised portfolios based on risk tolerance and financial objectives, using rigorous analysis and market insights. Regular reviews ensure strategies adapt to changing personal and economic conditions, maintaining alignment with client aspirations.
Mortgage Advice
We provide comprehensive mortgage solutions for first-time buyers, remortgagers, and property investors. Our advisers compare thousands of products across the market to secure competitive rates tailored to individual circumstances. We also offer guidance on buy-to-let strategies, equity release, and mortgage protection, ensuring informed, cost-effective decisions.
Inheritance Tax Planning
Our specialists design tax-efficient strategies to preserve wealth for future generations. Services include lifetime gifting strategies, trust creation, and business property relief planning. We work closely with legal professionals to ensure estate plans comply with current legislation while minimising tax exposure, providing peace of mind for clients and their families.
Business Owner Services
We offer tailored financial solutions for business owners, including succession planning, corporate pension schemes, and tax-efficient profit extraction. Our advisers understand the unique challenges entrepreneurs face, providing strategic guidance on business valuation, exit strategies, and personal financial security to support sustainable growth and legacy planning.
People
Marcus Bolitho
Chief Marketing Officer
Marcus brings extensive financial services marketing experience to Ellis Bates, having led successful campaigns for major wealth management firms. His strategic vision focuses on enhancing client engagement through digital innovation while maintaining the firm's commitment to transparent, values-driven communication.
Will Gold
Head of Communications
Will has over 15 years' experience in financial sector communications, previously managing public relations for leading investment platforms. He oversees Ellis Bates's media relations and internal communications, ensuring consistent messaging that reflects the firm's client-first ethos and regulatory compliance.
Stephanie Potter
Pension Specialist
Stephanie specialises in pension on divorce cases, with a decade of experience advising clients on asset division and long-term financial security. Her empathetic approach combines technical expertise with clear communication, helping clients navigate complex pension arrangements during challenging life transitions.
Eloise Jenner
Retirement Planner
Eloise focuses on retirement income strategies, assisting clients in optimising their savings for sustainable post-work lifestyles. With Chartered Financial Planner status, she combines investment expertise with cashflow modelling to create realistic, adaptable retirement plans tailored to individual needs and aspirations.
Charlie Lloyd
Investment Adviser
Charlie manages client portfolios with a focus on risk-adjusted returns, leveraging Ellis Bates's in-house investment team expertise. His analytical approach combines macroeconomic insights with personal financial goals, ensuring investment strategies remain aligned with clients' evolving circumstances and market conditions.
Questions
What services does Shackleton offer?
We provide pension planning, retirement advice, wealth management, mortgage solutions, inheritance tax planning, and business owner services across the UK.
Are Shackleton's fees transparent?
Yes, we maintain a clear fee structure with no hidden charges, ensuring complete transparency from your initial consultation.
How do I book an initial meeting?
Contact us via phone or email to schedule a no-obligation initial meeting with a local adviser at your convenience.
What qualifications do Shackleton advisers hold?
Our advisers are Chartered Financial Planners with industry-recognised qualifications, adhering to strict professional and ethical standards.
Is Shackleton regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 163291.
Can Shackleton help with investment management?
Our in-house investment team creates customised portfolios aligned with your risk profile and financial objectives, with ongoing performance reviews.
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