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The Ellis Davies Team.

Our clients want clarity, confidence and accountability as they seek to align their money with what is important to them. Our team has been specifically designed to help them do just that. 

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Rich Ellis

Director &
Financial Planner

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Nick Davies

Sam Gratton

Director &
Chartered Financial Planner

Associate Director &
Chartered Financial Planner

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Julia Bainton

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Jack Thompson

Alana Lewis

Office Manager

Client Manager

Financial Planning Administrator

Our story.

Ellis Davies Financial Planning was founded in 2017 by Rich Ellis and Nick Davies.

We launched as we felt there was a lack of independent financial planning firms that are genuinely operating in the best interests of their clients.

Since then, we have helped hundreds of families on their journey towards financial freedom.

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Let's get started.

We want our clients to wake up in the morning with purpose and have peace of mind to sleep soundly at night.

Book an initial chat with us below to see how we can help.

Contact Us.

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hello@ellisdaviesfp.co.uk

01179 923 820

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Ellis Davies Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. You can find Ellis Davies Financial Planning Ltd  on the FCA register by clicking here. Reference number: 938369 Registered in England. Company number 10550096 You can view our Privacy Policy, Cookie Policy and Privacy Notice here.

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