Solid financial foundations

Reliable expertise in pensions, life insurance and investment planning. The teamServices

About Alan Ellis Financial Services Ltd

Our company was founded by Alan Ellis and commenced trading in May 2018. Alan’s career in financial services began in Liverpool 47 years ago. He has lived and worked in Scotland for more than 20 years and advised hundreds of clients over the years, the majority of whom are based in the South East of England. His and the team’s experience together bring a vast practical knowledge to the management of your financial affairs.

Financial Advice

Pensions

As the pensions landscape grows ever more confusing, Alan Ellis aims to be the expert guide its clients need.

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Investments

Managing clients’ wealth to minimise risk and maximise returns takes sound judgement and strategic thinking.

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Insurance

A sensible strategy and well-chosen policy will provide stability and prosperity for your loved ones should the worst happen.

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Corporate

Alan Ellis works with business people to identify tax-efficient pensions arrangements that work for them and their employees.

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Discuss the options

Get in touch to learn more about how Alan Ellis can support you.

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