George Isherwood
Ellis Bates Financial Advisers (part of Shackleton)
Minimum savings/pensions: Over £100,000
0330 038 8941
Based in Harrogate
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
4.5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
Last checked: 23 March 2025
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
10
Recent Client Reviews
George has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
George has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
George has provided information on their typical fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
Last checked: 23 March 2025
George is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed George's status
10
Recent Client Reviews
George has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
George has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
George has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
George has provided information on their typical fees
George has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked in the financial services industry since 2009 and joined Ellis Bates in 2013. I trained initially in financial administration and then moved into Paraplanning where I became Team Leader. Having enjoyed working closely with financial advisers to provide tailored, personal financial advice I decided to progress and complete the Diploma in Regulated Financial Planning, with the Chartered Insurance Institute and to become a qualified Financial Adviser. I provide advice in all areas of financial planning and very much enjoy getting to know my clients and how best I can help. I specialise in using sophisticated cashflow modelling software to illustrate and develop your lifetime financial goals, showing if you are ‘on track’ and where there are any potential shortfalls which we then put plans in place to address. I offer you expert financial solutions and services, from starting your investment or pensions strategy journies right up to protecting your family’s inheritance in later life – and everything in between. Outside of work I am a keen sports fan. I enjoy all sports, in particular golf and football, following Leeds United’s ups and downs!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About George's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.