ELLIS JAMES FINANCIAL LTD
Ellis James Financial has over 30 years of experience in the estate agency and financial services industry to share with our clients.
Our advice comes with a lifetimes network of contacts and expertise to call on for support, and we aim to deliver brilliant customer outcomes every time.
Our independent verified client reviews, which you can see on Vouchedfor, are a testament to that, and of course, we are authorised and regulated by the Financial Conduct Authority.
Check our credentials here
A 5 Star client review is worth so much more than simply telling you how good we are, so we use an independent review site with over 70 five-star reviews.
We chose Vouchedfor because their advisors are checked more thoroughly than any other. They independently vet members to ensure each one is authorised by the appropriate governing body and confirm key details such as their fees and qualifications etc.
Vouchedfor is like Trip Advisor or Trust Pilot but for financial advisors where clients can rate and review the service and advice they have received. You can be sure these are genuine reviews from real customers because Vouchedfor verifies their identity and never removes or edits negative reviews.
Further, we are proud to have been selected to appear in The Sunday Times Top Rated Financial Awards for 2021 for our high number of 5 Star Reviews. When you become a client, we want to be sure that you would not hesitate to recommend us to your colleagues, friends and family for advice, and we will ask you to provide a review at the end of your journey too.
My career in the estate agency and financial services industry began in March 1991. I have worked in Bristol, Bath, Wiltshire, South Wales, Swindon, Gloucestershire, and Worcester, but we have arranged mortgages all over the UK.
I am qualified with The Chartered Institute of Insurance to Certificate Level (CII-MP). The CII's charter is to secure and justify the public's confidence in its members and the sector. They do this through setting standards of integrity, competence and capability relating to insurance, mortgage and protection advice in UK financial services regulation & ethics
I have met all kinds of clients, experienced all types of properties and situations, so you can be sure that, no matter what hurdles we may encounter, chances are I have dealt with them before.
I appreciate that sometimes mortgages and insurance can seem a bit daunting- that is why you engage an expert, so I will explain everything in plain English to ensure that you are getting advice that matches your needs.
Thomas Porter Wealth management offers a free consultation enabling you to take the first step in your financial future. We will identify your objectives and goal to discover what financial freedom means to you, and from there, we can research the right solutions tailored to your requirements.
Our strategy will show you how to make the most of your money or protect your long-term goals and help you. We will assist in the completion of all the necessary paperwork to ensure your matter is progressed efficiently
We pride ourselves on our ability to build long-lasting and trusting relationships with clients, and we strive to offer excellent customer service.
We can talk the right language on your behalf directly with lenders, insurers, estate agents and solicitors, but we will always talk to you in plain English!
Our attitude is that we are not just here to arrange the mortgage though, we are "on your side", offering 360-degree support from outset to completion of your matter.
Nowadays, customers expect flexibility and choice with easily understood recommendations and market-leading solutions. Of course, we only work with the best providers, so you will probably recognise the big players' household names, giving you peace of mind you are dealing with established brands.
Most importantly, our journey is tailor-made based on how you prefer to interact. We can meet face to face, by telephone, video conferencing or via our own personalised client portal. Every client has different needs, so there is no "sales process" or a "customer conveyor belt" along which you are forced to travel. Our customer journey is the one with which you feel most at ease.
Get in Touch
Feel free to send us a message using the contact form below.
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Suppose you are short of time or a "frequent flier" when it comes to finance. In that case, I can deal with your matter swiftly, professionally with the minimum of inconvenience and still deliver the most cost-effective solution.
At Ellis James Financial, we understand our customers, know our market, and know the industry.
What is Vouchedfor?
ABOUT ME - James Coghlan
Thomas Porter Wealth Management
Our services include: -
Savings and investment: - Whether you are saving for a child's future, a deposit for a home, the holiday of a lifetime, a sports car, or simply want capital growth to beat inflation, we can develop a suitable investment plan
Pensions and Retirement Planning: - We can help you understand when and how you can stop work. It's never too late or too soon to plan how much fun you can have in retirement
Estate Planning: - Decide who will benefit from your hard-earned wealth in the future by making sure your money passes tax-efficiently to the people you want both during your lifetime and beyond.