Ellis Bates Wealth Management Limited
aka Shackleton, Ellis Bates Financial Advisers, ellis bates Financial Advisers, Ellis Bates Wealth Management Limited
About
Meet Shackleton’s expert Chartered Financial Advisors who are here to help you achieve your financial goals with tailored advice.
Source: shackletonadvisers.co.uk/meet-the-team/?search=&loc=harrogateContact & Location
Regulatory Information
- FRN
- 631117
- Status
- Authorised
- Date Authorised
- 2 February 2015
- Years Authorised
- 11 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 09052815
- Company Status
- Active
- Incorporation Date
- 22 May 2014
- Directors
- 4
- Accounts Category
- Audit Exemption Subsidiary
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (20)
Howard Philip Barnes
ApprovedChristopher Michael Roberts
ApprovedGrant Thomas Hotson
ApprovedCertifiedPaul William Feeney
ApprovedCertifiedNigel Swan
CertifiedAndy King
CertifiedColin Welsh
CertifiedMatthew Hawksworth
CertifiedBen Clapham
CertifiedCarl Hasty
CertifiedTrevor Shelley
CertifiedAmy Burge
CertifiedGary Michael Leftley
CertifiedGeorge Isherwood
CertifiedAndrew James Conally
CertifiedRobert John Shackleton
CertifiedLee Anthony De Redder
CertifiedSara Guy
CertifiedGary Davies
CertifiedMark Chandler
Certified
Google Reviews
74 reviews on Google
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Quick Facts
- Harrogate, Yorkshire and The Humber
- 11 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 9 FCA permissions
- CH 09052815
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.