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Advisers > Adam Ellis

Adam Ellis

Principal Partner & Chartered Financial Planner, BA (Hons) FPFS

Adam has worked in the financial services industry for approaching 20 years, initially for the Halifax Bank where he was recognised as their number one adviser nationally for three consecutive years from 2007 to the point of accepting the invitation to join the prestigious St. James's Place in 2009, and has since built a Practice that prides itself on helping clients of all types.

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About

As well as achieving his fellowship, Adam also has a degree in accounting and economics. He specialises in all forms of personal and *trust taxation, along with investment planning, asset allocation decisions, and income generation from capital. He is primarily responsible for designing the wealth management strategy for private clients and ensuring its implementation through face to face meeting for many years after.

The majority of Adam’s new clients are referred to him through personal recommendation, but he has strong links with professional affiliations such as the Royal Institute of Chartered Surveyors. He also looks after the personal finances of a great number of law partners and associates.

Adam lives in Baslow Derbyshire, and is supported by his strong office team in the head office next to the Meadowhall shopping centre in Sheffield. Adam is married to Francesca, and has 2 children. He enjoys most sports, but takes a keen interest in running, golf, and long family walks with their chocolate Labrador Fudge.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

*Trusts are not regulated by the Financial Conduct Authority.

Testimonials For Adam

Adam has always put my interests first. We had only just completed investments as new clients with Prospera Wealth Management when I experience a bereavement that impacted on those investments. Adam and Jess have provided me with immeasurable financial support and helped me to manage the investments with care and guidance during a difficult time. I would have no hesitation in recommending them and their services.

Dawn Williams, Dudley

Testimonials For Adam

Adam Ellis has been my adviser for the past nine years. He listens to my aspirations and any concerns and recommends a course of action to meet my personal circumstances. I have regular reviews and I am contacted regarding any changes in taxation or if fund switches are advised. I have recommended him to family and friends. We are all delighted with his outstanding service and knowledge.

Joanne Murphy, Retired, Sheffield

Testimonials For Adam

Adam has been fantastic from the moment we came for our first client meeting, taking time to explain things clearly in a way that is easily understood. He inspires confidence in the advice and support that him and the team provide. Trusting Adam and the team with our financial planning has been the best decision we have made and they are always there to support any time of day with any issues we have had and we trust them implicitly.

Amy Neill, R&D Supplier Manager, Worksop

Testimonials For Adam

Adam Ellis and his team at Prospera Wealth have always provided 1st class advice with an excellent support network. Professional, friendly and well informed, I would not hesitate in recommending his services to anyone.

David and Andrea Goodall , Retired, Holmfirth

Testimonials For Adam

Adam has been our financial adviser for many years. He is an exceptional person. He is always prepared to listen and offer advice and assistance in any way. He is a consummate professional. And both my wife and myself would have absolutely no hesitation in recommending him to anyone.

Graham Gurr, Retired, Sheffield

Testimonials For Adam

We have dealt with Adam and his office for many years and have always been given honest and professional advice, we would not hesitate in recommending him to anyone. In fact we have recommended him to various friends and family several times.

Ian and Helen Smith, Retired, Stocksbridge

Testimonials For Adam

The advice and service provided by Adam Ellis and his team at Prospera Wealth is second to none. Always pleasant and helpful and available to give advice on financial matters. We, and other members of our family will happily continue to make use of their excellent service.

Keith and Janice Farrar, Retired, Worksop

Testimonials For Adam

I first met Adam when he was giving an online seminar in conjunction with Clever Accounts. I found the whole thing very stimulating which lead to me following up on some of the insights given that night. Right from our very first Zoom I found Adam to be very professional giving sound advice as and when needed. He was very courteous at all times and had the patience of a saint when we went through things we didn't quite understand. When ever we have had a question or an issue the response has always been very quick and followed up on regularly until such time it was resolved. I would have no problem in recommending Adam and his team to anyone if they were seeking excellent financial advice.

Kevin Brocklesby , Managing Director, Wolverhampton

Testimonials For Adam

Right from our first meeting Adam provided excellent service and great advice which I considered to be the best for my circumstances. His in-depth knowledge and continual research provides reassurance, his professional personal manner makes communication and understanding easy. I have not hesitated to personally recommend him to friends and family.

Martyn James, Bank Manager, Manchester

Testimonials For Adam

Adam and his team have provided invaluable advice to assist our financial planning over several years. I have never felt under pressure to make decisions and have always been able to review the options and weigh up pros and cons. I particularly like the personal service and long-term view that the team takes which builds trust and confidence. The whole team are very client focused and it is pleasure to deal with them.

Nick Lyons , Retired, Lincoln

Testimonials For Adam

Adam and his staff provide a first class customer service. The reliable advice that is offered is tailored to meet your changing needs at any given time. They are a pleasure to deal with and I have no hesitation in continuing to recommend their service to anyone who is service about optimising their investments to realise their desired lifestyle.

Patrick Piearcey, Sheffield

Testimonials For Adam

I have personally dealt with Adam Ellis for over 15 years. I have found him both professional and genuine providing sound and trustworthy advice. The service he has provided me over the years has and remains first class. I would not hesitate in recommending him to anyone.

Paul Haycock,

Testimonials For Adam

Adam supplied a wonderful service and provided us with options about our finances that we would not have otherwise considered. This has enabled us to approach our future with a very different mindset and has made our life and our financial management simpler and easier. Thank you Adam.

Peter and Christine Robinson, Retired, Bakewell

Testimonials For Adam

Adam's enthusiasm/ability to explain and demonstrate options over the years for our portfolio has been much appreciated. Adam is a trustworthy individual who creates an excellent relationship with his easy friendly manner, we can highly recommend him to other people with the utmost confidence knowing he will work for their benefit. We find Adams values to be reciprocated throughout all staff members we have had the pleasure of meeting.

Private Client,

Testimonials For Adam

We have been very pleased with the service Adam Ellis has provided in helping us sort out our finances. Having reviewed our circumstance, any recommendations Adam made were explained in a clear and precise manner. If at any point we struggled to understand anything, Adam made the time to explain what had been recommend in more detail. This gave us the peace of mind to make a clear decision. At no point have we ever felt pressured to act on the advice provided. We have felt from day one that Adam has always put our interest first. Advising us not to move two pension plans because it would not be in our best interest just affirms this point! In short, Adam has provided us with sound and trustworthy financial advice.

Private Client, Lincoln

Testimonials For Adam

We have known Adam now for 6/7 years and during that time we have found him to be very easy to deal with, always available and his help and advice has been invaluable. We have and would recommend him and St. James's Place to anyone seeking investment advice.

Private Clients,

Testimonials For Adam

Adam Ellis and his team have always provided a great service and looked after my and my wife's investments, pension and financial needs and requirements to our extreme satisfaction and keeps us regularly informed regarding any changes to our portfolios. I would not hesitate to recommend Adam and his team to my family, friends and acquaintances.

Richard and Kathy Marczak,

Testimonials For Adam

I have dealt with Adam Ellis for many years, both for investments and my pension. His advice is always personal and trustworthy. His support and service, including that of his staff, is exceptional. I would recommend Adam to anyone

Richard Bakewell, Retired, Bakewell

Testimonials For Adam

Adam has been providing our financial advice and support for many years. We have always found that he has exceptional knowledge in all areas, his expertise and attention to detail and a genuine interest in achieving the best results in handling our financial affairs cannot be faulted.

SE Parkin,

Testimonials For Adam

Adam provides advice and guidance in a prompt and timely manner. His range of financial expertise has been invaluable in helping us to make a number of decisions around our future investments. He is always happy to clarify and advise on any issues as they occur. We feel confident that Adam always acts in our best interests and as such we have been happy to recommend his services to others.

Stephen Green, Retired, Rotherham

Testimonials For Adam

We have known Adam for many years now. We needed someone that we could trust and give advice in a way that we understood. Adam fitted the criteria perfectly. The service provided by him and his team at Prospera Wealth has been exceptional. We would not hesitate in recommending him to anyone, in fact we have several friends and family, all have been highly satisfied with the service provided.

Stuart Fletcher, Retired, Creswell

Testimonials For Adam

Adam has been our financial adviser for a number of years, having been recommended to us by a friend. Due to his exceptional advice and support we are enjoying a retirement we never thought was possible. Adam;s commitment and professionalism, together with that of his team, are second to none. We would not hesitate in recommending him, having already done so to family and friends.

Sylvia and David,

Testimonials For Adam

He always ensures we fully understand the advice we receive. We have every trust and confidence in the professional service he provides. We would highly recommend him to anyone who is looking for an exceptional service. We are, and continue to be impressed. We really like the one-to-one advice we receive in our own home.

Alan Fisher, Retired, Rotherham

Testimonials For Adam

Adam has been our financial adviser for a number of years. He has always been available when we have needed any information or support. We have always had total trust in his judgement. He has steered us in the right direction for wills* & tax problems. We have no hesitation in recommending Adam’s services to anyone, which we have done on numerous occasions.

*Wills involve the referral to a service which is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

Clifford Roe, Retired, Sheffield

Testimonials For Adam

My wife and I have dealt with Adam Ellis and St. James's Place for many years. We appreciate the sound and trustworthy advice he has always given us. In particular we appreciate the effort Adam always puts into managing our finances and keeping us constantly informed. We would, and have, recommended both Adam and St. James's Place to our family and friends.

Philip Carr, Retired, Sheffield

Testimonials For Adam

Adam always explains things in a clear, open and honest way, so that we are able to fully understand the advice he offers. Adam’s patience and up-to-date knowledge has given us invaluable support and the confidence to recommend his services to a number of family and friends.

Heather Green, Retired,

Testimonials For Adam

Adam has always given us a good, solid advice. He takes time to understand our needs/concerns and is always on hand to give reassurance/assistance when required. The service provided by the whole team is excellent and we would not hesitate to recommend their services to anyone.

Chris & Gill Billings, Retired, Rotherham

Testimonials For Adam

The service I have received from Adam has always been first class and so professional, he has always put my interests first. The advice he has given me always puts my mind at rest, knowing that I am in safe hands. I would not hesitate in recommending Adam to anyone.

Elaine Blake, Banking Advisor, Rotherham

Testimonials For Adam

We have dealt with Adam for several years and always been highly satisfied with him, giving us complete confidence in his advice and always putting our interests first. The service we have received has been exceptional and we would not hesitate to recommend Adam and St. James's Place to my family and friends.

Malcolm Smith, Retired Firefighter, Barnsley

Testimonials For Adam

Adam has been our financial advisor for a number of years and his advice has been invaluable in our pursuit of a comfortable retirement. He gives sound advice and explains fully and clearly his reasons for doing so. He is readily available to give help and advice on any issue, not just investments and has an established staff to match. Adam has become a friend over the years we have worked with him and we would not hesitate to recommend him to anyone.

Tim & Ann Rutherford, Retired, Mexborough

Testimonials For Adam

Adam is highly professional in all aspects of his job. He gives sound advice which he follows through. He explains things thoroughly and carefully so you understand. He always answers queries promptly. Nothing is too much trouble for him and I would highly recommend him.

Angela Woodward, Optical Receptionist, Rotherham

Accreditations

Chartered Financial Planner

I have been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.