Once we have established your objectives and understand your feelings toward investment risk we will provide advice as to which tax wrappers and underlying investments are appropriate to your needs.

As Independent Financial Advisers we are legally bound to act in the interest of our clients by ensuring we consider the whole of the appropriate market. We utilise discretionary managed portfolios from a range of investment managers offering active, evidence based, ethical and alternative investment styles.

Each of the portfolio managers meet or exceed our robust due diligence and monitoring processes. We work closely with Asset Risk Consultants (ARC) who provide us with sufficient data to analyse a broad range of investment managers against their peer group.

Typically we will hold these investments on an investment platform which enables efficient administration and management of your finances.

Please get in touch for more information on our investment process.

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. You can view our Privacy Policy,  Cookie Policy and Privacy Notice here.