Ella Davies

Ella Davies FPFS is a Chartered Financial Planner and one of the first female Fellows of the Personal Finance Society. After a longstanding corporate career, Ella established Ella Rose Financial in February 2023 with a vision to make financial planning less complex and more transparent. Ella provides holistic advice to individuals, families, business owners, and entrepreneurs, helping clients formulate their objectives and goals and putting long-term plans in place. Outside of work, Ella enjoys the outdoors, walks with her dog Bruce, keeping fit and healthy, and spending quality time with her loved ones. A note from Ella: “The financial services industry is (slowly but surely!!) evolving for the better and I am delighted to be part of that. Ella Rose Financial was established to embrace and drive forward those changes, removing any barriers to advice and providing a safe place for clients to explore and unlock their financial potential. I love working closely with my clients and their families, getting to know them and what they are looking to achieve. Whether that be to plan for a business exit, save for retirement or perhaps factoring in a specific expense….such as following their favourite band around the world…yes this is actually written into a financial plan for one of my amazing clients, and I am 100% here for it! It is my job to understand how my clients would like to live their life and help them make that happen. Life is for living after all”