Working For You

Ellis is an Associate Director of Cooper Associates Wealth Management.

Ellis’s role includes undertaking strategic projects across the division, including supporting the establishment of the Group’s Cheltenham office. He also works closely with financial consultants across the business, providing ongoing support and expertise.

Ellis advises a range of corporate clients and charities on their financial planning strategies, helping ensure their assets are structured to align with their long-term ambitions. Alongside this, he provides financial advice for a number of high-net-worth clients across the Cotswolds.

He takes pride in building bespoke, diligent strategies that help clients to plan, grow and protect their wealth in line with their objectives. His advice spans retirement planning, investments, protection and intergenerational wealth transfer.

Prior to joining Cooper Associates, Ellis studied Law and gained valuable experience working within the property industry.

Outside of work, Ellis enjoys travelling and staying active. He can often be found on the golf course, padel court or hiking along the Devon coast.