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Financial Advisers in Chelmsford

 

Achieve your future financial goals with sound guidance from Ellisons’ affordable, experienced and trusted Financial Advisors in Chelmsford. Our highly regarded Financial Planning department is twinned with Matthew Douglas Limited and currently presides over funds of more than £250m across hundreds of private clients.

Lead Contacts

Lisa Dawson

Lisa Dawson

Partner & Head of Family

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Michelle Lamm

Michelle Lamm

Partner, Chartered Legal Executive

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Trusted independent financial advice

The world of financial advice can be clouded, with too many voices leaving you confused over the best course of action to boost your finances. Our fully qualified and FCA regulated Financial Advisers can provide bespoke and independent advice on your potential options.

Consistently listed on the New Model Adviser Magazine Top 100 register, our team of specialists will support you with all finance matters, from identifying the best way to exit your business and investing allowances wisely, through to arranging estate planning to negate the potential of your loved ones missing out due to inheritance tax.

At Ellisons Financial Planning, we are proud to take responsibility for the guidance that we provide to our valued clients and fully appraise your circumstances before putting together a comprehensive plan, 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.

Get in touch with us to start planning and make a sound investment in our experts today.

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
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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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