Wealth planning

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Wealth planning

Empowering your financial future

Planning your finances for the future can be one of those things that is easy to put off. Our specialist Ellacotts Wealth Planning team takes away the hassle and deliver tailored financial planning to suit you and your family.

Whether you are looking to discuss investments, pensions, retirement options, life and illness insurance, tax advice or matters related to a business, our wealth management team can help.

How we can help

Wealth Management

Planning your finances for the future can be easy to put off. Our specialist team deliver tailored financial planning to suit you and your family.

Find out more >

How we can help

From business restructuring, tax planning and compliance work they always deliver to a high standard.

“An innovative approach and a proactive attitude has resulted in positive changes for many of my clients who have utilised the services of Ellacotts. From business restructuring, tax planning and compliance work they always deliver to a high standard in a timely manner. Their involvement raises the bar and brings out the best in everyone.”

Neil Simmonds | Independent Estate Consultant

The staff are knowledgeable, approachable and deliver first class advice.

“Gosford Hill School is proud to work with Ellacotts. Since our academy conversion, Ellacotts have continued to provide a professional and highly effective service. The staff are knowledgeable, approachable and deliver first class advice.”

Headteacher | Gosford Hill School

With them involved, I did not have to be involved.

“Ellacotts approaches payroll with clarity and confidence which ensures that everyone can concentrate on the most effective way to achieve their objectives. By engaging with Ellacotts we completed our project on time and I would recommend their services to other people. With them involved, I did not have to be involved.”

Patrick McNeill | Smurfit Kappa Europe

Providing us with an expert and efficient audit which focused on our needs.

“We are an audit and tax client of Ellacotts and what impressed us the most was the seamless transition to working with them. It occurred with ease and they were very quick to respond to our questions, providing us with an expert and efficient audit which focused on our needs.”

Keith Schofield | First Line Limited

Contact us

Have a question or need to get in touch?

Our accreditations

We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.

Banbury

Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401

Birmingham

Cornwall Buildings
45 Newhall Street
Birmingham
B3 3QR
T: +44 (0)121 2894455

Kettering

Vantage House
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000

London

Suite 100
99 Bishopsgate
London
EC2M 3XD
T: +44 (0)20 36937315