Ben Ellis

Background

About Ben Ellis

Financial Adviser | Building Bespoke Financial Plans for Individuals and Families | Committed to Tailored, Client-Focused Guidance”. As an Adviser with Trowlock, I take pride in the relationships I build with my clients when discussing their motivations, financial goals and objectives. I take time to understand the journey they wish to make and build bespoke plans to help meet their needs. I help to manage and monitor progress of these plans through regular meetings and use of life stages advice and cash flow modelling. Everyone is individual so one size doesn’t fit all. My approach is one of bespoke guidance in a professional but relaxed manner. Outside of my work at Trowlock, I play semi-professional cricket for Cornwall. The passion and competitive spirit I bring to the field reflect my drive to deliver exceptional advice for my clients. At Trowlock we work alongside solicitors and accountants to ensure you’re always supported by a great team – we bring years of experience together under one roof and offer the below services to you: Succession Planning Inheritance Tax Planning Investment Planning Retirement Planning Protection -Corporate and Family Tax planning More details are available on our website at Trowlock Wealth Management LLP 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). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 01/05/2025