What you LOVE


What is NEEDED


What you can be PAID FOR


What are you GOOD AT



1. What you LOVE

We are passionate about what we do. To be at the heart of your finances and able to help you focus on your passion, without the distraction of financial concerns and worries, is our mission. Things that you love in life are often the things that become your priorities and you can only have the freedom to prioritise effectively with appropriate finances in place.

2. What is NEEDED

Many of our clients experience the demands of being needed by their ageing parents in addition to their grown up children who may still be financially dependent on them. We will factor needs such as these into your plan.

3. What you can be PAID FOR

By using your skills and honing them over time you become a professional in your chosen occupation and within your business.
You can use this to make money and/or enrich your lifestyle. We will factor this into your financial plan, perhaps for example you may choose to develop your professional skills, learn a language, turn your hand to something new or spend more time on your hobbies.

4. What are you GOOD AT

Some of our clients have a strong sense of their calling, what they love to spend their time doing and what they are good at doing. As your financial specialists we aim to give you the financial freedom to focus on the areas in which you excel.

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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