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Emilie Grace Financial Planning Limited

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Emma Ellis is an experienced Financial Adviser with 22 years in the financial industry and a Diploma in Financial Planning.

After nearly four successful years as a financial adviser with Prudential Financial Planning, Emma was delighted to establish her own financial advice business, Emilie Grace Financial Planning Limited, as part of The Advice Partnership from Prudential.

Emma has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Emma takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Emma provides sound, personal and expert advice.

In her spare time, Emma and her two daughters Grace and Emilie like to go bowling, on walks with the dogs and socialise with family and friends.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

 

Testimonials

February 2021

I have known Emma for three years. When we first met, Emma took her time to understand and get to know myself, my wife and the type of lifestyle we were looking to achieve in retirement.

Emma was great at explaining everything that I would need to consider, prior to me deciding on what type of pension was right for me. The clarity in which she explained each step along the way was refreshing and reassuring and we always felt that Emma had our best interests at heart. Now Emma is our financial adviser, I am confident that any advice I will need, either now or in the future, will always be received in the knowledge that Emma would always do her best for us.

February 2021

Emma has been brilliant in helping me with my retirement plans. As I am sure a lot of people are the same, I paid into a company pension and don’t really think about it, until the possibility of retirement was getting closer.

I met with Emma and she explained everything, she is very informative and explains things in a way you understand, she is friendly in her approach and puts you at ease, never making you feel a question you may have is insignificant.  Emma helped me realise that my retirement was much closer than I thought, if that was what I wanted and gave me options to think about, with no pressure and realistic projections.

I know I can pick up the phone or email Emma and she always gets back to me on the same day.

Emma and her professionalism, knowledge and friendly approach, convinced me I had done the right thing, so much so I have told other friends about her and they too have been more than happy with all Emma has done for them.

February 2021

Emma is a very genuine and honest person that I can trust. She is very professional and has always been thorough and efficient in every aspect of her work. She has a good understanding of the financial market and her expert advice has been invaluable.

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Emilie Grace Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.