Adam Ellis
BA (Hons) FPFS
Adam has worked in the financial services industry for approaching 20 years, initially for the Halifax bank where he was recognized as their number one adviser nationally for three consecutive years from 2007 to the point of accepting the invitation to join the prestigious St. James's Place in 2009, and has since built a Practice that prides itself on helping clients of all types.
About
As well as achieving his fellowship, Adam also has a degree in accounting and economics. He specialises in all forms of personal and *trust taxation, along with investment planning, asset allocation decisions, and income generation from capital. He is primarily responsible for designing the wealth management strategy for private clients and ensuring its implementation through face to face meeting for many years after.
The majority of Adam’s new clients are referred to him through personal recommendation, but he has strong links with professional affiliations such as the Royal Institute of Chartered Surveyors. He also looks after the personal finances of a great number of law partners and associates.
Adam lives in Baslow Derbyshire, and is supported by his strong office team in the head office next to the Meadowhall shopping center in Sheffield. Adam is married to Francesca, and has 2 children. He enjoys most sports, but takes a keen interest in running, golf, and long family walks with their chocolate Labrador Fudge.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
