At Ellis Davies we believe that professional financial planning enables you to live your life to the full by making your money work for you. By spending time considering where you find success, what you believe in and what is needed by those around you, you can find the place where they meet; a blend that is uniquely yours, your reason for being.

“Life is not a rehearsal. Truly understanding what you want from your life, and creating a plan to achieve it, can result in wellbeing and fulfilment.”

Having a financial specialist who will develop your plan will put you in control and enable you to make those big decisions in life, freeing you to focus on the important things; be they family, relationships, health, travel or hobbies.

We relish our work and are inspired to help our clients identify and realise the life they want to live. It is this which inspires us to come to work each day and we feel privileged to be in a position to help our clients.

Understand HOW we do this with clients

Ellis Davies Financial Planning Ltd is entered on the FCA register (http://www.fca.gov.uk/register/) under reference 773412. Ellis Davies Financial Planning Ltd is an appointed representative of The Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority under reference 223112. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.  To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Our Privacy Policy can be read here