Ellis Davies Financial Planning

Independent Financial Adviser Colston Tower, Colston Street, City of Bristol, Bristol, BS1 4XE

First meeting at adviser's own cost

Response rating

10/10

18th March 2019

Helping clients manage their money in a way that improves their lives

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Nick Davies

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations

Richard Ellis

Financial Planner

Qualifications & Accreditations Hide qualifications

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Where to find us

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

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.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Contact options

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