Once we have established your objectives and understand your feelings toward investment risk we will provide advice as to which tax wrappers and underlying investments are appropriate to your needs.

As Independent Financial Advisers we are legally bound to act in the interest of our clients by ensuring we consider the whole of the appropriate market. We utilise discretionary managed portfolios from a range of investment managers offering active, evidence based, ethical and alternative investment styles.

Each of the portfolio managers meet or exceed our robust due diligence and monitoring processes. We work closely with Asset Risk Consultants (ARC) who provide us with sufficient data to analyse a broad range of investment managers against their peer group.

Typically we will hold these investments on an investment platform which enables efficient administration and management of your finances.

Please get in touch for more information on our investment process.

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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