Quality Independent Advice
Ellisons Financial Planning was launched in 2014 as a joint venture between Ellisons Solicitors and Matthew Douglas Limited; Matthew Douglas has been providing independent advice to a select number of highly valued private clients since 2003 and presently provides advice to around 500 clients on funds of approximately £150M.
How We Help
The team’s objective is to lift the lid on the complex and opaque world of personal finance, to provide affordable access to truly independent advice and to work in partnership with you and your solicitor to identify and achieve your personal financial goals.
All of our advisers are qualified to the highest standards and are stakeholders in the business; our success is measured over the long term as we have always valued client satisfaction and retention over sales targets.
Regulated by the FCA, Ellisons Financial Planning will always take responsibility for the advice we give, take account of your personal circumstances and remain within strictly agreed parameters of risk.
Whether you are preparing an exit strategy from your business, selling a property, looking for ways to mitigate inheritance tax or simply wish to identify the best way to invest this year’s ISA allowance we are here to help.
Areas of specialisation include:
- Inheritance tax planning
- Retirement planning
- Individual investment planning
- Business exit strategies
- Property acquisition and disposal
- Arranging protection, business and personal
- Matrimonial division of assets
- Trustee investment