Proud to offer independent financial advice
Ellithorn Financial Planning is a chartered financial planning practice that aims to help you on life’s journey, putting you in a better financial position, by growing and protecting your wealth.
We provide independent financial advice to personal clients and businesses wishing to improve their financial position.
Our comprehensive range of services are designed to help you achieve your financial goals and aspirations, whether you’re investing for the future, planning for retirement, looking to reduce your tax liabilities or protect your beneficiaries.
Our tailored solutions are able to meet your unique needs and we can guide you on the path to financial success.
We provide the following services…
How we work together...
1. Understand
We take time to get to know you and understand your financial goals and aspirations, whilst at the same time allowing you to get to know us.
2. Recommend
Based on our discussions, we will assess your situation and detail suitable recommendations for you, where appropriate.
3. Implement
Once you are in a fully informed position and clear on what the recommendations will aim to achieve, we will then implement the recommendations for you.
4. Monitor
In order to monitor your financial plan to ensure it remains on track, we also offer an optional review meeting service, for complete peace of mind.
We can work with other professionals to provide you with a cohesive service…
We can work with other professionals, from solicitors to accountants, in order to ensure you have important aspects covered, from wills to tax returns.
By working together, each party can supply valuable input on your situation to provide you with a cohesive service.
We are happy to work with your existing professional connections, or we can put you in touch with a suitable professional when required.