Financial Planners

Ellis Davies Financial Planning Ltd

Ellis Davies Financial Planning Ltd is a financial services company based in Bristol, England. They specialize in providing expert financial planning services to clients, helping them to achieve their financial goals and secure their financial future. With a team of experienced financial planners, Ellis Davies Financial Planning Ltd is committed to providing personalized and tailored advice to each and every client. Their services include retirement planning, investment management, tax planning, and more. For anyone looking for reliable and trustworthy financial planners, Ellis Davies Financial Planning Ltd is the perfect choice.

Introduction to Ellis Davies Financial Planning Ltd

Ellis Davies Financial Planning Ltd is a financial services company established in Bristol, England. The company's mission is to provide reliable and personalized financial planning services to its clients. What sets this company apart is their commitment to building long-term relationships with their clients, and their team of experienced and qualified financial planners who provide tailored solutions to meet their clients' specific needs.

Services & products

Ellis Davies Financial Planning Ltd offers a range of financial planning services, including retirement planning, investment management, estate planning, and tax planning. The company also provides advice on insurance and protection, as well as mortgage planning. Clients can expect a personalized approach to their financial planning needs, with solutions that are tailored to meet their individual circumstances and goals.

Location

Ellis Davies Financial Planning Ltd is located in the vibrant neighborhood of Clifton in Bristol, England. The area is known for its Georgian architecture, boutique shops, and independent cafes and restaurants. The company's office is easily accessible by public transportation, with the closest bus stop being just a 2-minute walk away. Other nearby public transportation options include the Clifton Down train station (0.6 miles away), and the Whiteladies Road bus stop (0.4 miles away).

Benefits

Customers should choose Ellis Davies Financial Planning Ltd because of their commitment to building long-term relationships with their clients, and their personalized approach to financial planning. The company's team of experienced and qualified financial planners provide tailored solutions to meet their clients' specific needs, with a focus on helping clients achieve their financial goals.

Good to know

Customers should be aware that Ellis Davies Financial Planning Ltd is a fee-based financial planning firm, which means that they charge a fee for their services rather than earning commissions on financial products. This ensures that the company's financial planners are providing advice that is in the best interests of their clients.

Reviews

Customers have given Ellis Davies Financial Planning Ltd positive reviews, with many praising the company's personalized approach to financial planning and their team of experienced financial planners. Clients appreciate the company's commitment to building long-term relationships and their focus on helping clients achieve their financial goals.

Amenities

online account access
financial planning
investment advice
retirement planning
tax planning
insurance coverage
wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning. Our services are tailored to meet the specific needs and goals of each individual client.

How do you customize financial plans to fit individual clients?

We work closely with our clients to understand their unique financial goals, risk tolerance, and personal preferences. Based on this information, we develop a customized financial plan that is tailored to meet their specific needs and objectives.

What are your fees and how are they structured?

Our fees are based on a percentage of the assets that we manage for our clients. We believe in transparency and will provide a detailed breakdown of all fees and expenses associated with our services. We do not charge any upfront fees or commissions.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and/or Chartered Financial Planner (ChFP). We also require our planners to participate in ongoing professional development to ensure they stay up-to-date with the latest industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from satisfied clients upon request. We believe that our clients are our best advocates and are proud of the relationships we have built over the years.

Reviews

Steve Macey

Excellent friendly service and advise over a number of years.

26-04-2023
reg purchase

26-04-2023
S Spencer

Been very grateful for Ellis Davies' advice and patience. The longer we have used them the better things have got in terms of pro active information and reminders to us of stuff to think about / do. I particularly appreciate the non jargon conversations and lack of judgement about my approach to money management!

26-04-2023
Anna Baker

26-04-2023
Paul Duvall

I have trusted Richard and the Team for many years now and have routinely seen my investments out perform other forms of saving, including my employee pension fund. Richard is my prime point of contact and has always offered a personal touch - a level of service my wife and I have appreciated.

26-04-2023
Jodi Manning

I have worked regularly with Rich and the Ellis Davies team over the last few years and highly recommend their services to anyone in need of financial planning. They are professional, friendly and their advice is always clear and informative.

26-04-2023
Andrew Stone

Excellent, friendly and reliable advice in a conveniently placed office with parking on site. Highly recommended!

26-04-2023
Carol Brodie

Very refreshing to work with an organised firm who know what they are doing.

26-03-2023
Chris Davies`

Nick has dealt with my pension for a number of years now, and I appreciate the way he speaks in plain English. He also makes you feel a valued client.

26-03-2023
Sarah Parsloe

I've been managed by Nick and the team at Ellis Davies for over 5 years now with clear, unambiguous and relevant advice and guidance. I have no hesitation in recommending them to anyone seeking any financial advice, however significant or minor it may appear.

26-02-2023