We engage with our clients by initially asking challenging,  thought provoking and emotive questions. We listen intently, without judgement, to what you have to say.

We are interested to hear what you are passionate about and how you feel fulfilled in your life by spending time doing what you value.  We work with you to create a financial plan based on where you are today and where you want to get to. This can mean less work (or often just less stressful work) and more time for play.

We can focus on delivering peace of mind and financial freedom for you and to help you answer those all important questions….

“How much money is enough?”

“How much money do I need to enable me to do the things I want to do with my life without the fear of running out of money?”

We believe that people deserve to lead their lives feeling fulfilled and without fear or financial insecurity.

This is our Ikigai, our purpose, let us help you find yours……

 

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Life Planning

Developing thought and conversation around what matters in your life and helping you focus on these things

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Financial Modelling

Putting in place a workable plan to help you to achieve your personal and financial objectives

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Investment Strategies

Understanding your feelings about risk and constructing an appropriate investment portfolio for your needs

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Tax Planning

We will use tax incentivised savings vehicles as appropriate to ensure that you pay as little tax as possible on your investments

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

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