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.Â
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.Â
Flexible Fee StructureÂ
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.Â
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.Â
We Are ExperiencedÂ
All of our advisers have many years of experience advising clients.
Speak to our Wealth management team
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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
Kettering
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000
