Financial Advisors & Financial Planning in Colchester

Mapping out a comprehensive plan to manage for your finances can allow you to achieve your personal goals now and in the future. We launched Ellisons Financial Planning alongside Matthew Douglas Limited to be able to offer our clients access to affordable financial advice in order to meet their financial goals.

Lead Contacts

Gina Westbrook

Partner, Solicitor

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Lisa Dawson

Partner & Head of Family

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Bespoke and independent financial advice you can trust

The world of personal finance can be a complex one, but our independent Financial Advisers are there to guide you in making the right decisions to safeguard your finances moving forward.

Our highly qualified and experienced team can deliver bespoke guidance on all money matters, from planning for retirement or mitigating inheritance tax, through to individual investments and exit strategies for business and properties.

Ellisons Financial Planning is regulated by the FCA and prioritises long-term client satisfaction and retention over short-term sales targets, so you can rest assured that we will be responsible for the advice we give and stay keenly aware of your personal circumstances, always working within our agreed parameters.

Contact our Financial Advisers today to make an appointment at one of our Colchester offices and put yourself back in control of your finances.

Areas of specialism include:

  • Inheritance tax planning
  • Retirement planning
  • Individual investment planning
  • Business exit strategies
  • Property acquisition and disposal
  • Arranging protection, business and personal
  • Matrimonial division of assets
  • Trustee investment

Get in touch

If you have any enquiries please contact any one of our specialist team who would be pleased to advise you on your options. You can also contact your lawyer individually from ‘Our People’ using the link below.

Our People

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