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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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Office Manager
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Sam Gratton
Director &
Chartered Financial Planner
Associate Director &
Chartered Financial Planner
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Jack Thompson
Client Manager
Alana Lewis
Financial Planning Administrator
Izzy Stabb
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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