Steve Ellis

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Lifetime Financial Planning
  • Pension & Retirement Planning
  • Investment & Wealth Management
  • Wills & Power of Attorney
  • Personal Protection
  • Workplace Pension

About Me

Steve Ellis, Independent Financial Adviser

Having a financial plan in place is important and can provide peace of mind to you and your family.

With over 20 years of experience as a Financial Planner, it’s safe to say I’ve seen the benefits careful financial planning can bring.

Every client meeting is different.  I believe getting to know my clients and treating them as a person and not a number, helps me build lifelong client relationships & friendships.

Whether it’s planning for retirement or protecting the ones we love should life take a turn for the worse, I’m always available to help my clients.

I specialise in retirement planning, investments, wealth planning, protection and tax planning.

I offer an initial consultation at my expense with no obligation, to understand your needs before we agree a way forward.

Please get in contact to discuss how I can help.

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:

Create

ISAs, Junior ISAs, other general investments to suit your needs

Build

Mortgages, buy-to-let, other borrowing, cash management

Protect

Income protection, life insurance, critical illness, later-in-life

Enjoy

Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

Investment & wealth management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Personal protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Lifetime financial planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

Pensions & retirement planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Wills & power of attorney

Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

Workplace pensions

As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

Information you provide will only be used between us and no 3rd party can obtain access to it.

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Contact us to help you find your local financial adviser

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