Ellis Davies Financial Planning Ltd

Ellis Davies Financial Planning Ltd
Business Category
Short Business Description
Financial planning and financial services
Business Website Address
Business Phone Number
01179 923 820
Business Address
91-93 Alma Road, Clifton, Bristol, BS8 2DP

Our Purpose

We are Independent Financial Planners who believe that leading a fulfilled life founded on a great relationship with money should be a right and not a privilege. Our vision is to create an environment where financial planners can make a real impact in society. We want to make our clients’ lives the focus of everything we do.

Who we work with

We work with a wide range of clients (including Business Owners, Academics and Retirees) who are predominantly referred to us by existing clients or other professionals.

We have noticed a trend in the reasons for clients coming specifically to us and these are often as follows:

“I have a financial adviser, but the relationship is more about our money than us”

“I am so busy with work that I have neglected my finances for a long time, we are not getting any younger and retirement is not all that far away”

“I have always invested in our business but we are now generating decent profit and I need to ensure I plan properly for our future”

Your local Financial Planner

Ellis Davies is a local firm based in Bristol, and Associate Director Samantha Gratton lives in Saltford.

Sam is an award winning Chartered Financial Planner with 14 years’ experience in Financial Services. Sam’s goal when supporting her clients is to help them feel reassured they are on the right track, and many of Sam’s clients are navigating retirement and benefit from having a trusted adviser on hand. Based on her client feedback and reviews she received a ‘Top rated adviser’ accolade from The Times in 2022, 2023 and 2024.