Ellacotts Wealth Planning Ltd

Independent Financial Adviser Countrywide House, 23 West Bar, Banbury, Oxfordshire, OX16 9SA
FCA verified
13th August 2018
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
    • Long term care
Meet our advisers
Malcolm Smith FPFS
Where to find us
About us

Part of Ellacotts LLP, Chartered Accountants and Tax Advisers. We have offices in Banbury, Wellingborough 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)
Minimum pension value
Minimum mortgage value

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