At Michael Ellis Wealth Management Ltd we look after Private Clients, Business Owners and Trustees and pride ourselves on basing our advice on our strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.
Our philosophy focuses upon maintaining a long-term trusted relationship with our clients, demonstrating a distinct approach to investment management which provides peace of mind to both private and corporate clients.
Our expertise lies in the creation, growth and preservation of personal, family and business wealth.
Our promise is to provide professional, holistic, guaranteed financial advice, tailored to meet the individual requirements of all clients.
Please click below to obtain further information on some of the services we provide;
Believing that financial services is very much a 'people business' Michael and the team are committed to providing the highest level of client service at all times. This level of satisfaction may be judged by the fact that the majority of new clients, come to Michael Ellis Wealth Management as a result of personal recommendation from existing clients.
If you would like to find out more about our approach to Personal Financial Planning, we would be delighted to hear from you. Please contact us at the address given here on our website.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Exit strategies may include products and services that are separate to those offered by St. James's Place.