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Director

ALAN ELLIS

Alan has worked in the Financial Services industry for 47 years, with most of that time being spent as an Independent Financial Adviser.

Having built up invaluable relationships with his client base throughout that time he was delighted to make the decision to set up his own company in May 2018.

Alan has built up a reputation for his professional and personal service which clients trust and value.

Qualifications DipPFS, A.P.M.I.