The key to making Investments is to find the right investment that meets your requirements and matches the level of risk you are willing to take and feel comfortable with.

Our role is to assess your needs, whether that be in relation to:

  • Tax/Inheritance planning and Trusts
  • Savings for your first home
  • Education fees
  • Making use of annual ISA allowances

We can access a wide range of Investment vehicles and will create a bespoke plan and investment strategy based around all of your financial needs. To arrange a meeting to discuss this in more details, please contact us.

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Our services:


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

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

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Life Insurance

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

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Corporate Pensions

Alan Ellis helps business people make tax-efficient pension arrangements that work for them and for their employees.

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