Shane Ellis

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

The real value of financial planning goes beyond choosing the right investment or pension. It is about giving you clarity, confidence and control over your future. My role is to organise your finances around your goals, help you understand and manage risk and ensure your money is working as hard as it can.

Every client has a unique story. I take the time to understand what matters to you, your values and your long-term ambitions. With this insight, I develop a clear plan and stay by your side to keep it on track.

I will help you make sense of your finances, put practical investment plans in place and monitor your progress so you always know where you stand.