Our Client Charter
At Ella Rose Financial, our mission is to deliver bespoke financial planning services that empower you to achieve your personal and financial aspirations.
Our Client Charter outlines the values, commitments, and standards you can expect from us, ensuring a transparent and trusted partnership.
Tailored Financial Planning
Every financial journey is unique. We create bespoke, comprehensive plans designed specifically to meet your objectives and adapt to your evolving needs.
Transparent Fee Structure
Our fixed fee model ensures complete clarity. You’ll always know the cost of our services, with no hidden fees or surprises.
Independent Expertise
As an independent firm, we are free to recommend the most suitable financial solutions from across the market, always putting your best interests first.
Ongoing Support and Communication
We pride ourselves on maintaining strong relationships. Regular updates, reviews, and clear communication are central to our process, ensuring you’re always informed and confident.
Professionalism and Integrity
With extensive qualifications and years of experience, we uphold the highest standards of professionalism and ethical conduct in everything we do.
Our Commitment to You
Empathy
We understand that financial planning is deeply personal, and we take the time to truly listen and understand your goals.
Clarity
We simplify complex financial matters, providing clear and straightforward guidance.
Diversity
We embrace and celebrate diversity, recognising the unique needs and perspectives of all our clients.
Empowerment
Our advice is designed to give you the confidence and knowledge to make informed decisions about your future.
Tailored Financial Planning
Every financial journey is unique. We create bespoke, comprehensive plans designed specifically to meet your objectives and adapt to your evolving needs.
Our Core Values
What You Can Expect
A structured, collaborative approach to building your financial plan.
Regular reviews to ensure your plan remains aligned with your goals and life changes.
Prompt responses to queries, with clear and concise communication every step of the way.
Collaboration with a trusted network of professionals when specialised expertise is required, ensuring all aspects of your financial well-being are covered.
Our Promise
At Ella Rose Financial, we redefine traditional financial advice.
Whether you’re growing your wealth, safeguarding your legacy, or preparing for life’s next chapter, our bespoke approach provides clarity and confidence at every step.
Together, we’ll design a financial plan that’s built for today and empowers your tomorrow.
“Ella has been advising me for years. Her thoughtful and thorough approach to investing is so helpful and supportive. She listens and guides you to best meet your long-term needs. We are on track for my goals and her guidance remains superb. ”
— VouchedFor Review