Michael Ellis Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
With over 21 years of experience in financial services, Michael spent 10 successful years with a major life office and in 2001 was invited to join St. James's Place Wealth Management. More recently he was awarded the “Diploma in Financial Planning” by the Chartered Institute of Insurance and he is currently studying towards becoming a “Chartered Financial Planner”, which is the highest external qualification that exists in his field. Michael also holds CF8, which is the Chartered Insurance Institutes specialist qualification needed for advising in Long Term Care. Michaels business success is founded on his personal professional approach and sound financial advice, with regular review meetings, offering holistic advice with regular workable solutions for every client.
Contact Michael Ellis Dip PFS,Certs CII(MP&ER) - Director
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Michael Ellis Wealth Management Ltd is registered in England and Wales, Number 08398924. Registered Office: Unit 8 Phoenix Business Park, Phoenix Road, Barrow-in-Furness, Cumbria, LA14 2UA.