Ellacotts Wealth Planning Ltd

Independent Financial Adviser Countrywide House, 23 West Bar, Banbury, Oxfordshire, OX16 9SA
FCA verified
18th February 2019
We deliver independent solutions focused on clients needs.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Chris Slatter DipPFS
Independent Financial Adviser
Where to find us

Countrywide House, 23 West Bar, Banbury, Oxfordshire, OX16 9SA

About us

Part of Ellacotts LLP, Chartered Accountants and Tax Advisers. We have offices in Banbury, Kettering and London and serve clients throughout the UK.

Our services

We work hard to provide a personal and proactive service. We focus on good advice that delivers solutions that are right for clients. Our wealth planning and tax teams work closely together to bring joint knowledge and expertise to a wide variety of clients

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

Similar advisers near you

Independent Financial Adviser 0.26 mi
 
 
Financial Adviser (Restricted Whole of Market) 7.44 mi
As a highly experienced Wealth Management Financial Adviser with over 20 years of experience I give simple effective advice.
 
Independent Financial Adviser 8.14 mi
With a decade of industry experience, I can offer you unbiased and Independent advice.
 
Independent Financial Adviser 9.04 mi
At CMS we appreciate every client is different and therefore how we work depends on your personal needs and circumstances.