Garth Ellison  BSc (Hons) FPFS

ELLISON ASSOCIATES WEALTH MANAGEMENT

Chartered Financial Planner

07850 668 333

01132 444 054

financial advisors in yorkshire

Based in West Yorkshire, I provide wealth management advice to clients nationwide but with a focus on the North of England. I hold both Chartered and Fellow status with the CII and Personal Finance Society having achieved the highest standard of Professional Qualifications.

Prior to joining the financial services industry I worked within the property market. Since this time I have spent 20 years within Financial Services working within the international investment market, private banking and wealth management. As a consequence I am able to provide guidance through the financial maze for individuals within the High Net Worth sector.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

FCA regulated

Over 20 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Yorkshire area, East Lancashire and North Manchester

 

Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

Banking & Mortgages

LOCATION

 

Ellison Associates Wealth Management
2nd Floor
Chancellor Court
21 The Calls
Leeds
LS2 7EH

 

 

 

SERVICES

Ellison Associates Wealth Management provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Inheritance Planning

Later Life Advice

Banking & Mortgages

retirement planning

QUALIFICATIONS

Garth has worked in financial services for over 20 years, including working as a Private Banker and overseas. He is qualified to offer advice in a number of areas.

Chartered Financial Planner

Fellow of the Personal Finance Society (FPFS)

Bachelor of Science (BSc)

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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