Ellis Davies Financial Planning Ltd
About the company
Ellis Davies Financial Planning Ltd is a financial advisory firm founded in 2017 by Rich Ellis and Nick Davies. Rich Ellis serves as a Director and Financial Planner, while Nick Davies is a Director and Chartered Financial Planner. Julia Bainton is the Office Manager, Jack Thompson is a Client Manager, and Alana Lewis and Izzy Stabb are Financial Planning Administrators. The firm is authorised and regulated by the Financial Conduct Authority.
It assists business owners in aligning personal and business finances, academics with USS benefits and other pensions, and retirees in designing sustainable later life spending strategies. The firm offers an initial meeting at its own expense and meets clients regularly to re-calibrate the financial plan. It has helped hundreds of families on their journey towards financial freedom.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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!
Financial advisers in Bristol compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 9 businesses in this category in Bristol are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Frazer James Financial Advisers | ★ 5,0 | 143 | No |
| 2 | Leaf Financial Advisers Ltd. | ★ 5,0 | 110 | Yes |
| 3 | Ellis Davies Financial Planning Ltd (this page) | ★ 5,0 | 50 | No |
| 4 | Perennial Wealth | ★ 5,0 | 50 | No |
| 5 | Ifamax Wealth Management Bristol | ★ 5,0 | 49 | No |