Based in Eccleshall in Staffordshire, Ellison Edwards Wealth Management Ltd provides robust, holistic financial advice to clients on both a personal and commercial basis.
Having seen the financial services industry, go through many changes over the years, it became clear to both Directors that the availability of sound financial planning advice, has become more and more difficult to access for the majority of people, without having already amassed significant levels of wealth.
Ellison Edwards Wealth Management Ltd is committed to ensuring that everybody is able to gain quality face to face financial planning advice, regardless of their resources or age. By building strong, long standing relationships with our clients we will ensure that the advice that we provide remains relevant and consistent with the changing goals of our clients over the long term.
Will & Mat both have a considerable number of years’ experience, providing advice to personal clients looking after their individual financial planning needs, and also Business clients, providing advice on wide range of advice to sole traders partnerships and limited companies
So, whether your needs are to ensure that your assets continue to grow or provide an ongoing income. You need to review retirement options/provision in light of the significant changes in pension laws. You have concerns around estate planning and want to look at mitigating inheritance tax, or if you need protection or mortgage advice, at Ellison Edwards Wealth Management Ltd, we are here to help.
In addition to the above personal financial planning services, we are also here to help business clients across a wide range of areas, such as share protection, key person cover, retirement planning for directors and in addition to this we also provide advice on a range of employee benefit arrangements including pensions. Finally, we can also help directors with business exit strategies*.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.