We engage with our clients by initially asking challenging,  thought provoking and emotive questions. We listen intently, without judgement, to what you have to say.

We are interested to hear what you are passionate about and how you feel fulfilled in your life by spending time doing what you value.  We work with you to create a financial plan based on where you are today and where you want to get to. This can mean less work (or often just less stressful work) and more time for play.

We can focus on delivering peace of mind and financial freedom for you and to help you answer those all important questions….

“How much money is enough?”

“How much money do I need to enable me to do the things I want to do with my life without the fear of running out of money?”

We believe that people deserve to lead their lives feeling fulfilled and without fear or financial insecurity.

This is our Ikigai, our purpose, let us help you find yours……

 

Learn more →

Life Planning

Developing thought and conversation around what matters in your life and helping you focus on these things

Learn more →

Financial Modelling

Putting in place a workable plan to help you to achieve your personal and financial objectives

Learn more →

Investment Strategies

Understanding your feelings about risk and constructing an appropriate investment portfolio for your needs

Learn more →

Tax Planning

We will use tax incentivised savings vehicles as appropriate to ensure that you pay as little tax as possible on your investments

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