Holly Mckay
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    • Home • Advice • Advisers
    Rich Ellis

    Rich Ellis

    Director and Co-founder

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    Bristol

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    About me

    I am Director and Co-founder at Ellis Davies Financial Planning Ltd, an independent financial planning business we set up in 2017 after working 20 years in Financial Services. We currently advise approx. 100 client families predominantly in Bristol and the South West.

    We believe in helping people discover their purpose and passion in life and help them to direct their finances to achieving their best life. I believe that is my purpose and I love the work I do. 

    Outside of running the business I enjoy spending time outdoors, reading, enjoying good food & drink, travelling and spending time with my children Harrison, Olivia & Sophie and my wife Vickie.

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    My details

    I like helping people on:

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    Pensions - Approaching retirement

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    Pensions – Getting started

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    Pensions – Retired

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    Pension transfers

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    Advice to business owners

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Fixed £ fee

    Have a look at my responses to readers' questions

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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