Investment services.
Investment advisers with a wealth of experience in private investment & portfoilo planning.
Inheritance Tax.
Are you happy at the thought of the taxman having a large chunk of your estate?
If not, let's talk.
Have you quit smoking more than 12 months ago?
Do you have an existing life insurance policy?
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Looking for advice? Talk to us.
Inheritance Tax Planning is not regulated by the Financial Services Authority
The value of investments and income from them may go down. You may not get back the original amount invested.
Welcome to Ellis Lloyd Jones Financial Services
We are Independent Financial Advisers based in Newport, South Wales providing professional and friendly advice face to face or by phone. We provide independent financial advice on a whole range of areas including pensions, investments, savings, protection and mortgages.