Ellis Davies Financial Planning

Ellis Davies Financial Planning is a financial advisory firm that provides financial planning services to clients.
  • Tax planning
  • Investment advice
  • Financial planning
  • Retirement planning

Size
Small
Phone
01179 923 820
Email
Available in Endole App
Locations
91-93 Alma Rd, BS8 2DP
01179923820
9:00 - 17:00
Digital Popularity
Social Media
Competitors
The Aspire Partnership
The Aspire Partnership is a boutique financial planning firm based in Bristol, dedicated to providing personalised financial advice tailored to each client's unique needs.
Moneo Wealth Management
Moneo Wealth Management is dedicated to positively impacting clients' lives through bespoke financial planning.
Ovation Finance Ltd
Ovation is a Bristol-based Chartered Financial Planning firm with over 20 years of experience, dedicated to helping clients use their wealth to enhance their lives.
Company Details
Ellis Davies Financial Planning is operated by Ellis Davies Financial Planning Limited and is a Active company incorporated on 6 January 2017 with the registered office located in Bristol, Bristol. Ellis Davies Financial Planning Limited was registered 8 years ago.

Status
Active
Size
Micro
Directors
2
Age
8 years old
Employees
8
Turnover
Unreported
Total Assets
£190.46K
Cash in Bank
Unreported
Total Liabilities
-£61K

Director • PSC • Financial Planner • British • Lives in England • Born in Dec 1978
Director • Financial Planner • British • Lives in England • Born in Oct 1980
Mr Nicholas Adam Davies
PSC • British • Lives in England • Born in Oct 1980
Teams
All
5
Finance
2
Management
1
Customer Service
1
Other
1
Office Manager
Client Manager • Joined Apr 2024
Chartered Financial Planner & Director • Joined Apr 2017
Independent Chartered Financial Planner And Associate Director • Joined Mar 2024
Financial Planning Administrator • Joined Jul 2024
Chartered Financial Planner & Director • Joined Apr 2017
Financial Planning Administrator • Joined Jul 2024
Office Manager
Client Manager • Joined Apr 2024
Independent Chartered Financial Planner And Associate Director • Joined Mar 2024