National financial adviser firm Ellis Bates has announced that it has achieved Top Rated Firm 2023 status. The prestigious Top Rated Firm accreditation is awarded to financial advice firms based on client feedback and is a powerful standard for identifying and celebrating the UK’s best financial advice firms.

As a top-rated firm, Ellis Bates has demonstrated its commitment to delivering great client outcomes by regularly inviting clients to leave public feedback on VouchedFor. In 2022, the firm received an impressive 481 reviews, with an overall rating of 4.8 out of 5. The organisation has also compared well against key industry benchmarks based on factors such as advocacy and risk and is recognised as a champion of transparency and a provider of brilliant client service.

The firm, with office locations across the UK, including Harrogate, Newcastle, Bristol, London and Livingston, will be featured in the 2023 Guide to Top Rated Financial Advisers, which will be distributed in The Times on the 18th March 2023.

Ellis Bates Financial Advisers prides itself on enhancing people’s lives by delivering peace of mind, enabling financial freedom, and helping clients achieve their financial goals and dreams. The firm aims to treat its clients’ hard-earned money as if it were their own and uses its 40+ years of expertise and in-depth market knowledge to make the very best decisions and recommendations for clients and their families.

To qualify for the Top Rated Firm accreditation, the organisation had to demonstrate a commitment to transparency by inviting all their advisers’ clients to leave a review on the impartial, industry specific platform VouchedFor. The firm also had to prove its clients were engaged by securing a high response rate on their review invitations, as well as achieving a high average rating out of five.

Michael Cope, managing director of Ellis Bates, commented on the firm’s achievement, saying: “Our commitment to ‘enhance people’s lives’ and our mission statement to be ‘the UK’s most trusted and accessible provider of lifelong financial advice’ are woven into the firm’s pride in transforming lives, and building financial futures for our clients, we are therefore thrilled to have achieved Top Rated Firm 2023 status.

“This accreditation is a testament to our commitment to delivering exceptional service and transparent financial advice. We put our clients at the heart of everything we do, and we are delighted that our efforts have been recognised through this prestigious award. Being featured in the 2023 Guide to Top Rated Financial Advisers is a great honour and we are grateful to our clients for leaving feedback that helped us achieve this accolade.”

Jenni King

Author Jenni King

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