Ellacotts Wealth Planning Ltd

Independent Financial Adviser  Countrywide House, Banbury, Oxfordshire, OX16 9SA
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FCA authorised
Last authorised 18th October 2021
We deliver independent solutions focused on clients needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Chris Slatter DipPFS
Independent Financial Adviser
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

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

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