Ellis Bates Financial Advisers
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Ellis Bates Financial Advisers - overview
Established
1980
Location
Harrogate, North Yorkshire, UK
Primary Industry
Financial Services
About
Based in North Yorkshire, UK, and founded in 1980, Ellis Bates Financial Solutions Limited, d. b. a. Ellis Bates Financial Advisers operates as an independent financial advisory firm that provides investment management, financial advisory, and pension planning services.
In September 2024, Skerritt Consultants Limited, a portfolio company of Sovereign Capital Partners, acquires Ellis Bates Financial Advisers. Ellis Bates Financial Advisers offers a range of financial services aimed at individuals, families, and businesses. The company’s services include retirement planning, pension advice, tax planning, inheritance planning, and investment management. The firm also provides specialized advice on sustainable and ESG (environmental, social, and governance) investment.
In addition to personal financial planning, the company supports business owners with corporate financial advice, including employee benefits such as salary sacrifice and pensions. Ellis Bates also assists with wills, trusts, and intergenerational wealth transfer. The company’s financial advice is supported by tools like cashflow forecasting and retirement calculators to help clients make informed decisions.
Current Investors
Shackleton Advisers Limited
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Personal Insurance
Website
www.ellisbates.com
Verticals
FinTech, FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Ellis Bates Financial Advisers - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Ellis Bates Financial Advisers | - |
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