Financial Services

At Ellis Lloyd Jones Financial Services Ltd we provide advice to both individuals
and companies on all aspects of financial planning.

As independent advisers, our clients benefit from us being able to offer advice
on the broadest range of products and services. Whether it be for investment advice,
retirement planning, inheritance tax planning or simply reducing costs, we have many years
of experience in finding the most suitable solution for our clients’ needs.

  • Our clients are central to our business
  • Our sole aim is simple, to provide the best financial advice possible
  • We aim to ensure that any advice given, and products recommended meet the needs of clients, both now and in the future
  • We aim to keep the advice we provide as clear as possible without the use of jargon
  • Financial planning is an ongoing process, so all our clients are informed when and how often financial reviews will take place.
  • The advice we provide is always based around our clients’ circumstances
  • We pride ourselves on our service. If, in the unlikely event you are unhappy with the service, please let us know so the problem can be resolved as quickly as possible