News
Guides, company news, our awards and more
Welcome to the Wellington Wealth blog: your go-to destination for timely insights, expert commentary, and practical perspectives on investing, financial planning, and market trends.
WASPI State Pension Age Changes and Triple Lock Reform Reasons for Optimism A Generation Tired of Moving Goalposts There is...
View Article
Passing Your Wealth to the Next Generation Why gifting wealth during your lifetime could shape your family's future for the...
View Article
Building Your Financial Safety Net in Scotland Essential protection planning for Scottish families and individuals seeking financial security Life rarely...
View Article
Are Headlines Guiding Your Pension Decisions Your own goals should lead, not the news The best pension decisions come from...
View Article
Dream a Little Dream Turning hopes into plans Every big achievement in life started out as a small idea, a...
View Article
Are We There Yet Teaching Kids That the Best Journeys Take Time The habits your children or grandchildren build now...
View Article
Five Entrepreneurial Changes That Will Future Proof Your Business in the AI Era AI is changing how successful businesses operate,...
View Article
The Irregular Income Survival Guide How Self-Employed Professionals Can Master Financial Planning When Every Month Looks Different When your income...
View Article
Will You Run Out of Time or Run Out of Money It sounds like an odd question to ask about...
View Article
Left Behind by Financial Technology? You are not Alone A practical, friendly way to get online safely, protecting your finances...
View Article
Work with us
We have a passion for good advice and we care about our clients
We feel it is a privilege not a right to look after a client and their money. We want to form a long term relationship to be your trusted adviser to guide you on your journey.
Meet the team
Like any good team we have a blend of skills, ambition and experience
The culture here is to work together to deliver the best outcome for the client. We are building an elite team with complimentary skills and a whole heap of experience. Whatever your circumstances we know they can help you.
Founder & Director
Nicola Ellis CFP™
I love real conversations, not sales pitches and a plan that actually reflects how you want to…
View Profile
Founder & Director
Jennifer Ellis
My aim is to make sure everything works the way it should, so your experience with Wellington…
View Profile
Adviser in Development
Bryce Clark
Your financial confidence comes from understanding what you can control. I translate complex financial decisions into clear…
View Profile