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  11. Ellis Davies Financial Planning

Ellis Davies Financial Planning

Independent Financial Adviser  Colston Tower, City of Bristol, Bristol, BS1 4XE
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FCA authorised
Last authorised 17th May 2021
Helping clients manage their money in a way that improves their lives
We can advise you on
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Annuity purchase
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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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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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Small business
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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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Long term care
Meet our advisers
MR Richard Ellis
Financial Planner
MR Nick Davies
Chartered Financial Planner
About us

We believe that professional financial planning enables you to live your life to the full by making your money work for you. To love life and lead the lifestyle you want is facilitated through having a plan which puts you in control and gives you the confidence to make those big decisions in life.
We relish our jobs and feel lucky that we spend time with our clients, with whom we enjoy close relationships, to give them peace of mind that their affairs are well managed.
As a Partner-lead firm, with financial planning at the core, we are passionate about putting our clients first so that they can focus on the important things in life to them; be it family, relationships, health, travel or hobbies.

Our services

We look after the interests of our clients and their families. We do this by managing the number of clients per financial planner meaning that we can be attentive to our clients needs.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Colston Tower, Colston Street, City of Bristol, Bristol, BS1 4XE

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