Back

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

Lisa Dawson

Lisa Dawson

Partner & Head of Family

Get in touch

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.

GET IN TOUCH

Pragmatic and Practical advice

Our team is large enough to provide our clients with a full range of expert advice upon all aspects of commercial property, whilst remaining small enough to provide a personal service to our clients, many of whom have enjoyed using our services for many years. With specialists in property matters, dispute resolution, funding, planning and commercial agreements, we offer a fully integrated service to our clients. Our aim is to work in partnership with our clients and their professional advisers, in order to achieve our clients’ goals and to seek solutions where others may only see problems. We offer pragmatic and practical advice, with a view to ensuring that our clients are able to take well informed commercial decisions. We believe that it is this philosophy that has led to the continued growth of the team and a record of client retention that we are very
proud of.

Our clients include residential and commercial developers, individual and corporate investors, charities, financial institutions, public authorities and trading business, purchasing or leasing premises for their own use.

CONTACT US

INSIGHTS

News

29th September 2022

The Legal 500 2023 results

Ellisons Solicitors is once again delighted to have been recommended within the Legal 500 directory. The firm received notable mentions

Read More…

Events

12th May 2022

Ellisons Solicitors supports the 444 Miles, 4 Countries, 4 Days challenge for Blood Cancer UK

This summer, we are very pleased to be supporting the 444 Miles, 4 Countries, 4 Days challenge in aid of Blood

Read More…

29th April 2022

Ellisons Solicitors leading fundraising walk for the Rob George Foundation

  We are pleased to announce that Rob’s Big Walk returns for 2022, organised by Ellisons on behalf of The Rob

Read More…

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.