About Alan Ellis Financial Services Ltd
Our company commenced trading in May 2018, founded by Alan Ellis (Director), Beth Grimwood (Director), and Ashley Mackie who had worked together for many years prior to this. Alongside our Advisors, our experienced back office team of Paraplanners and Administration staff ensure a high level of service and bring a vast practical knowledge to the management of your financial affairs.
Financial Advice
Pensions
As the pensions landscape grows ever more confusing, Alan Ellis aims to be the expert guide its clients need.
Investments
Managing clients’ wealth to minimise risk and maximise returns takes sound judgement and strategic thinking.
Insurance
A sensible strategy and well-chosen policy will provide stability and prosperity for your loved ones should the worst happen.
Corporate
Alan Ellis works with business people to identify tax-efficient pensions arrangements that work for them and their employees.