Garth Ellison BSc (Hons) FPFS
ELLISON ASSOCIATES WEALTH MANAGEMENT
Chartered Financial Planner
07850 668 333
01132 444 054
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.
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
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)
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