Back

Financial Advisers in Essex & Suffolk

 

Ellisons Financial Planning was launched as a joint venture between Ellisons Solicitors and Matthew Douglas Limited; Matthew Douglas has been providing independent advice to a select number of highly valued private clients since 2003 and presently provides advice to over 700 clients on funds of around £250M.

Lead Contacts

Lisa Dawson

Lisa Dawson

Partner & Head of Family

Get in touch

Michelle Lamm

Michelle Lamm

Partner, Chartered Legal Executive

Get in touch

Affordable access to truly independent financial advice

The team’s objective is to lift the lid on the complex and opaque world of personal finance, to provide affordable access to truly independent, personalised and forward-thinking financial advice that adds true value and helps you reach your financial goals.

All of our advisers are qualified to the highest standards and will take the time to fully appraise your situation and discuss the options available to you.

Matthew Douglas and Ellisons Financial Planning have been awarded, for the 7th consecutive year, a listing on the New Model Adviser Magazine Top 100 register for 2020.

Whether you are preparing an exit strategy from your business, selling a property, looking for ways to mitigate inheritance tax or simply wish to identify the best way to invest this year’s ISA allowance we are here to help.

Regulated by the FCA, Ellisons Financial Planning will always take responsibility for the advice we give, take account of your personal circumstances and remain within strictly agreed parameters of risk.

Ellisons Financial Planning Limited is an appointed representative of Matthew Douglas Limited who is directly authorised and regulated by the Financial Conduct Authority. Matthew Douglas is incorporated in England & Wales. Registration Number 04777743.

 

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
Pattern
Pattern
Pattern

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

    Disclaimer: Ellisons is firmly committed to respecting your privacy. Please read our privacy policy.