Ellis Davies Financial Planning Limited
30 Queen Square
Bristol
BS1 4ND
We believe that professional financial planning enables you to live your life to the full by making your money work for you. Loving life, and enjoying the lifestyle you want, can be facilitated through having a plan which puts you in control and gives you the confidence to make those big decisions in life.
We relish our jobs and feel lucky that we spend time with our clients, with whom we enjoy close relationships, to give them peace of mind that their affairs are well managed.
As a Partner-lead firm, with financial planning at the core, we are passionate about putting our clients first so that they can focus on whatever they consider to be the important things in life; be it family, relationships, health, travel or hobbies.
Ellis Davies Financial Planning Ltd is a firm of independent financial planners and is directly regulated by the Financial Conduct Authority.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.