Financial Advisers in Essex and 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 500 clients on funds of around £200M.

Lead Contacts

Gina Westbrook

Partner, Solicitor

Get in touch

Lisa Dawson

Partner & Head of Family

Get in touch

Affordable access to truly independent financial advice


Read other latest updates here.

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 advice and to work in partnership with you and your solicitor to identify and achieve your personal financial goals.

All of our advisers are qualified to the highest standards and are stakeholders in the business; our success is measured over the long term as we have always valued client satisfaction and retention over sales targets.

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.

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.

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.

Matthew Douglas Limited have been awarded, for the 6th consecutive year, a listing on the New Model Adviser Magazine Top 100 register for 2019.

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

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