Wealth Management & Financial Services
A firm's accountant is widely recognised as the most trusted professional advisor that a business uses on a frequent basis.
We know that on many occasions the accountant is consulted on a wide variety of issues -not just those related to business financial performance and planning. Personal and family financial matters are invariably linked to the financial performance of the business.
Our financial advisory and planning division has been established to provide that important connection between a client's business financial position and that of his/her personal financial circumstances.
Many of a client's business matters will overlap with personal and family needs, so your Ellis & Co financial planning partner will draw on specialist expertise and skills that enable you to independently examine all options and arrangements to plan for your future.
Ellis & Co offer our clients and individuals independent advice on a range of contemporary financial matters:
- Company pension schemes
- Critical illness cover
- Health & Key Person Insurance
- Investment portfolio management
- Life Insurance
- Mortgages
- Personal pension planning
- Retirement and long-term health planning
- School fee plans
- Shareholder and partnership protection
- IHT Planning
- Employee Benefits
