Ellie Jarvis

Ellie Jarvis

The Private Office

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in York
View location

Top Rated 2026
Verified since: September, 2022

4.8 out of 5

89 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 July 2026

    Ellie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ellie's status

  • 22

    Recent Client Reviews

    Verified reviews: 88%

    Ellie has received 22 client reviews in the past 12 months; 88% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 February 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Ellie has not yet added their qualifications to their profile

  • Transparent Fees

    Ellie has provided information on their typical fees

    Ellie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 46

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Ellie

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Ellie (based on 46 first impressions)

About

I provide independent financial advice for my clients across a wide range of financial planning areas including retirement and investment advice. I enjoy using lifetime cash flow planning to illustrate the importance of a financial plan and to help give my clients the clarity they need to understand what the most appropriate planning steps are to take. Prior to joining The Private Office I worked as a Financial Adviser in New Zealand. I love being a part of the collaborative team at The Private Office who work together to achieve the best outcomes for our clients. Outside of work I love to travel and explore new places.