Ellis Davies Financial Planning Ltd

Working with Samantha and the team at Ellis Davies has been incredibly helpful as I've tried to understand my future options around savings. Their patience as my situation has changed several times, and their attentiveness, advice and support throughout has helped enormously - I'm so glad I was put in touch and would recommend an initial conversation for anyone wondering if they might help!

Sam Gratton has had alot of patience with me. Every step of the way everything was broken down along with personalized advice. I feel confident and well supported in my financial decisions and highly recommend them.

Working with Sam has been an absolute pleasure. She combines technical expertise with genuine empathy, which clients really appreciate. She has a wonderful way of putting people at ease and explaining financial matters clearly and confidently. I trust her completely with my clients and would recommend her without reservation. Kate Rutherford Partner Roskilly & Co

Sam Gratton’s holistic and empathetic approach to the otherwise impenetrable world of finance was a breath of fresh air. Discussions were in the context of my values and goals, and Sam’s broad and deep professional knowledge of products, strategies and possibilities were invaluable for my peace of mind, and at the end of the day financially valuable too. I gained confidence, clarity and optimism for my future.

It has taken me so many years to find such an understanding and approchable adviser, it is sad. To say that Ellis Davies delivers on their promises is no where near enough. I feel that they cared, really cared. Save yourself years of angst, and approach Ellis Davies first. Sam Gratton led a great team for us.

Fantastic advice by Samantha Gratton in an introductory meeting. Sam's huge knowledge and real enthusiasm for dealing with others finances shone through. I'd recommend her for anyone needing help to navigate life and business financial affairs.

Definitely recommend Ellis Davies. Samantha Gratton and Rich Ellis have been a huge help for me in understanding my business and personal finances, as well as helping me plan, forecast and develop my personal finance strategy with pensions, investments, business drawings, dividends and general budgeting frameworks. 5 stars!