Why us?

Why clients choose us

Many clients come to us through recommendations from trusted friends, family, or professionals such as their accountants or lawyers. We appreciate the trust our clients and colleagues place in us when they refer others to our services. However, we understand that each new client must find their own reasons for choosing us. For a successful relationship, our values and approach need to align with yours. We are committed to ensuring that our core principles resonate with each client we serve. 

We are Independent and always will be. We are not tied to a provider of products so are able to make recommendations in the best interest of each individual client. 

Flexible Fee Structure 

At Ellacotts Wealth Planning, we offer clients a choice in how they pay for the financial planning services they need, ensuring that fees reflect where we can truly add value. 

Unlike many advisers, we charge a fixed fee for the initial planning work through to implementation. For ongoing services, we charge a percentage fee based on the value of your investments. All of our fees have clearly defined lower and upper limits. 

We Are Experienced 

All of our advisers have many years of experience advising clients.

Speak to our Wealth management team