Our Plan Service
This service is designed for busy working individuals and entrepreneurs with more advanced needs, those who require a clear financial plan, direction, and strategy to navigate increasing complexity.
Whether you’re a business owner who could benefit from integrated protection and tax planning across both business and personal affairs, or a busy professional seeking a direct, no-nonsense approach to your finances, we cut through the jargon and get straight to what matters. We assume intelligence but not expertise. You’re accomplished in your field, and we’re accomplished in ours.
Our role is to translate financial complexity into financial confidence, helping you make informed decisions without wasting your valuable time on unnecessary detail or overly complicated explanations.
Wealth, retirement & tax planning in Glasgow
A refreshing approach
Your life’s greatest achievements, building your generational wealth, planning your business exit, or securing your family’s future do not happen by accident.
They happen when you have clarity, expertise & someone in your corner who truly understands what matters to you.
You have worked hard to get where you are, you deserve personalised attention and strategic thinking over generic advice.
Before discussing strategies or solutions, we invest time understanding your world, your ambitions, your family priorities, what keeps you up at night and the legacy you wish to create. This is not just due diligence it is the foundation of our meaningful partnership to ensure your financial plan is as individual as you are combining our technical expertise with practical wisdom.
“Clear explanation of investments and strategy. Also really appreciate all the help and support as power of attorney too. The Client Matters app is great for keeping track of everything and as a comms channel.”
- LW
“Great team to deal with, very knowledgeable and have walked us through the process answering any questions we may have along the way.”
- PC
CLARITY, CONFIDENCE, COMFORT
We aim to provide clarity, then build confidence at every step. When it comes to your money, we welcome every question. Your understanding and reassurance is paramount to our partnership.
You will always know where you stand. Every decision you make, will make sense. Every question you have is welcome because your confidence & understanding matters more to us than ticking boxes.
We are boutique by design, small enough to know every client personally. Experienced enough to handle sophisticated planning requirements.
As an FCA-regulated independent firm, you benefit from unbiased recommendations, only the best solutions for you never restricted by product providers or corporate quotas. Just what is genuinely right for you.
Your financial future requires both technical precision and a team that understands your money and what it means to you.
Life Stages
What area of finance can we help you with?
Career Growth and Relationships
Career milestones, marriage, pensions, and savings all play a vital role in building a strong and financially stable future. Make sure you get the support you need for your future success with expert financial planning and guidance.
Family and Responsibility
Nothing is more important than family and it is essential that no matter the situation, you and your loved ones are protected. Family and responsibility go hand in hand.
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…
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Founder & Director
Jennifer Ellis
My aim is to make sure everything works the way it should, so your experience with Wellington…
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Adviser in Development
Bryce Clark
Your financial confidence comes from understanding what you can control. I translate complex financial decisions into clear…
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