I love real conversations, not sales pitches and a plan that actually reflects how you want to live.
With over 20 years experience and hundreds of retirements, I’ve learned that the best financial plans start with listening, to your goals, your concerns and what matters most to you. As a Certified Financial Planner, I bring technical expertise, but more importantly, I bring a commitment to making sure you understand every decision and feel genuinely confident about your choices.
Whether you’re just starting your financial journey or approaching retirement, you’ll find a trusted partner who values your time, respects your intelligence and genuinely cares about helping you build the future you want.
Nicola Ellis CFP™ – CISI CFP Professional of the Year 2025
I was delighted to win the Chartered Institute of Securities & Investment (CISI) Award for Certified Financial Planner (CFP) Professional of the Year 2025.
CFP is the gold standard is accreditations for a financial planner not just in the UK but a worldwide benchmark of excellence in financial planning.
All my experience & expertise applied to your life
I have seen a lot of different circumstances over my career. Market crashes, business exits, divorces, inheritances, retirement U-turns and everything in between. Our combined team experience means there’s very little we haven’t navigated alongside a client. When we need specialist support, we call on a trusted network of legal, tax and financial professionals. You get the right expertise, every time.
Clients that stay. Referrals that mean everything
Some of our clients have been with us for 20 years. We’ve helped them buy homes, sell businesses, plan for retirement, embrace life after work and pass wealth to the next generation. That kind of relationship only works when the advice is genuinely in your corner every single time.
Our strongest endorsement? The clients who send us their children, their parents, their business partners. Most of our new clients come from word of mouth.
Word-of-mouth trust isn’t bought. It’s earned, slowly and we don’t take it lightly.
When life gets complicated, we get clearer.
Separation. Later-life care. Mental or physical incapacity. These are the moments when financial decisions matter most and feel hardest to make.
We work closely with solicitors and legal professionals to make sure you and your loved ones have sensitive, expert guidance exactly when it’s needed. Discreet. Calm. Decisive.
A plan that moves as fast as your life does.
Legislation will shift. Markets will move. Families will grow and circumstances always change.
Your financial plan isn’t a document you file and forget it’s a living framework we review regularly and adjust when it needs to. Whether that’s a course correction or simply reassurance during uncertain times, we are here for you.
Dream. Plan. Enjoy.
Simple in principle. Powerful in practice. We help you get clear on what you want your future to look like, build a structured path to get there then give you the freedom to enjoy today, knowing tomorrow is taken care of.
Nicola Ellis CFP™ – Client Testimonials
We operate at a very high level of discretion & trust with our clients, therefore we do not disclose the source of the feedback below.
” It is fabulous and comforting to know and see that you & the team ‘have our backs’. We are grateful and appreciate you all”
” I appreciate you are able to give clarity with any question”
” Great team to deal with very knowledgeable”
“If you have a query or a problem, it is easy to contact you and the query/problem is usually solved. Keep up the good work.”
Outside of Work
I have recently completed my first HYROX and have always been into sport and fitness. I also love music and DJ in my spare time.
