Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Leicester

Covers

Leicestershire , Northamptonshire

Matthew Ellis

Independent Financial Adviser

I have over 15 years’ of experience as a financial adviser and specialise in providing financial advice to a range of clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Leicester

Covers

Leicestershire , Northamptonshire

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