Director and Co-founder
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.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Advice to business owners
Diploma in Financial Planning
My charging model:
Fixed £ fee