Ellis Davies Financial Planning Limited
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- 91-93 Alma Road, Clifton, Bristol, Bristol, BS8 2DP
Ellis Davies Financial Planning Limited is a trusted financial institution located in the heart of Clifton, Bristol. They specialize in a variety of financial services including life investments, pensions, retirement advice and comprehensive financial planning. The firm is regulated by the FCA (registration number 938369), offering dependable, regulated advice to its clientele. Serving Bristol and surrounding regions, Ellis Davies aims to provide personalized solutions to secure your financial future. Their approachable team is committed to helping clients navigate through their financial journey, whether you're planning for retirement or seeking investment opportunities. Situated on Alma Road, they are conveniently accessible for those in the Bristol area. Choose Ellis Davies for reliable, tailored financial guidance.
Their team includes 3 financial advisers. Check FCA registration here.
Ellis Davies Financial Planning Limited are approved by the FCA to give advice on:
Directions to Ellis Davies Financial Planning Limited from the Motorway
- From the M5:
- At junction 17, take the exit to Cribbs Causeway/A4018, heading west towards Bristol.
- Upon reaching the Cribbs Causeway Interchange, proceed to take the fourth exit leading onto Cribbs Causeway/A4018.
- When you reach the roundabout, take the second exit and remain on Cribbs Causeway/A4018.
- Approaching the next roundabout, take the first exit that leads onto A4018.
- As you come upon another roundabout, take the first exit leading onto Knole Lane.
- Continue forward onto Charlton Road.
- Upon reaching the next roundabout, take the second exit leading onto Pen Park Road.
- At the following roundabout, opt for the second exit which will lead onto Greystoke Avenue; continue through one roundabout.
- Turn left onto Passage Road.
- Progress forward, onto High Street/B4055.
- At the subsequent roundabout, take the first exit onto Westbury Hill/B4055; proceed to follow B4055.
- Take a left turn onto Westbury Road/A4018; continue through one roundabout.
- You will notice that Westbury Road/A4018 will curve slightly to the left and becomes Westbury Road/A4018; continue to follow A4018.
- Take a right turn onto Alma Road. Your destination will be on the right.
List of advisers under Ellis Davies Financial Planning Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.