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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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Eloise Khaliq

Client Manager

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Nick Davies

Sam Gratton

Director &
Chartered Financial Planner

Associate Director &
Chartered Financial Planner

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Julia Bainton

Jack Thompson

Financial Planning Administrator

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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