Ellis Davies Financial Planning Ltd - Bristol

Robert N.

While running a local independent estate agency, I always try to deliver exceptional service to all my clients, whether they are sellers, purchasers, or in a supporting role. Likewise, I always try to seek the same personally and occasionally change if I feel I am not getting what I would reasonably expect.

I joined Ellis Davies Financial Planning nearly 18 months ago, needing to make a change from another financial advisor, and since then, I have been very impressed. My relationship financial advisor is Nick Davies, who has been exceptional, but I have also found the whole team to be great. If I had to single out one other, then it would be Jack Thompson.

Not only has the service been great, but the performance of the investment strategy they recommended has surpassed all my expectations.

So, congratulations, to you all, and now will be hoping for a continued great relationship in future years.

James M.

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!

derek A.

We have been a client of Richard Ellis for many years and have been delighted with the help, support and guidance over this time. Of more import has been the consideration and kindness extended following the passing of my wife and assistance in resolving many of our financial issues , which in fact were straightforward due to his diligent planning.

Ian L.

We have known Richard for over 10 years - initially as the pension advisor for our company. When the company was sold 8 years ago we invited 4 companies to bid for our personal investment business and Richard was the outstanding candidate - he listened to what we were looking to achieve and his advice reflected those aspirations which was not the case with the larger corporate advisors. Since then he and all at Ellis Davies have continued to provide an excellent service for all aspects of our financial requirements including tax, estate planning and investments. Having recently been through two probate assessments it is reassuring to know that, if the worst happens, our affairs are in good order. We would unreservedly recommend Richard and Ellis Davies to anyone looking for a team that are focussed on your individual needs rather than their employer’s targets.

bob R.

Have known Richard for about 5 years, initially on an inheritance & latterly my transition into retirement. Have found him to be highly knowledgeable, works hard to understand client’s needs, providing professional advice in a way non-finance people can understand.
Richard has always available when necessary & has a good network of other professional contacts. I would recommend Ellis Davis to anyone.

Mick E. S.

I have been supported by Ellis Davies for some years now, both through my career years, and now into retirement.

I am delighted with the advice and service I have received throughout this period, in both financial planning, advice, and any wider support I have asked for.

Nick and the team are accessible, friendly and hugely knowledgeable - and I highly recommend this excellent service to anyone seeking independent financial advice.

Mick Evans

Ros H.

Nick and the team at Ellis Davies have been great advising me as I transitioned into retirement. They are all friendly and professional and offer great advice which is tailored around what the client wants to achieve. Nothing is seen as a silly question! Highly recommended.

Adrian S.

We've used Ellis Davies since downsizing, moving away from London and later retiring. Their plans and projections for all this were put together with great care and professionalism and we immediately felt we were in safe hands. Despite major upheavals in the financial markets since then, their advice has always been shrewd, prompt and above all reliable. They offer excellent support when it's needed and don't pester you when it isn't.
I recommend Ellis Davies highly to anyone seeking financial peace of mind on a long-term basis.