Who we are?
Who we are?
Ellacotts Wealth Planning is dedicated to providing comprehensive financial planning and investment advice tailored to individual client needs. With a focus on long-term relationships, we help clients navigate the complexities of financial planning, ensuring their goals and values are at the forefront of every strategy we implement.Â
Core ServicesÂ
- Financial Planning: Personalised financial planning to help clients achieve their long-term financial goals. This includes retirement planning, tax-efficient strategies, and cash flow management.
- Investment Management: Strategic investment advice and management, with a focus on sustainable growth and risk management.
- Pension Planning: Expertise in pre and post-retirement planning utlising a range of different planning tools and products.
- Tax Planning: Effective tax planning to maximise client wealth and minimise liabilities.
- Estate Planning: Comprehensive estate planning to ensure clients’ wealth is preserved and passed on according to their wishes.
- Protection Planning: Long term experience in helping clients and their families are provided for should the worst happen to a loved one. We are also experienced advising business owners on shareholder/partnership protection and key person assurance.Â
Key PrinciplesÂ
- Client-Centric Approach: We place clients at the heart of everything we do, offering personalised advice and strategies.
- Integrity: We provide honest and transparent advice, ensuring clients understand their options and the rationale behind our recommendations.
- Expertise: Our team of experienced financial planners and advisors stay updated with the latest industry developments to provide informed advice.
- Flexibility: We offer a variety of fee structures to suit different client needs, including fixed fees, hourly rates, and percentage-based fees.
- Long-Term Relationships: We believe in building lasting relationships with our clients, providing ongoing support and regular reviews to adapt to changing circumstances.Â
Fee StructureÂ
- Initial Planning and Implementation: Fixed fee for comprehensive initial financial planning work with lower and upper limits.
- Ongoing Service: Percentage-based fee on investment value, with lower and upper limits.
- Hourly Rate Option: Clients can choose to pay based on an hourly rate for any part of the process, ensuring they only pay for the time spent on their planning.Â
Why Choose Ellacotts Wealth Planning?Â
- Trusted Recommendations: Many clients come to us through referrals from satisfied clients and trusted professionals such as accountants and lawyers.
- Alignment with Client Values: We ensure our core values and approach align with those of our clients for a successful and collaborative relationship.
- Commitment to Transparency: We make it easy for clients to understand our services and fee structures, ensuring there are no surprises.Â
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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
Kettering
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000
