About me
Brett Ellway B Ed (Hons) PFS, Julie Ellway AFPS ACII
Julie and I are partners in every sense of the word and work together to help our clients become truly financially independent from work. Having years of financial planning experience between us advising and finding solutions to clients needs and objectives we have had the pleasure of seeing clients attain their own personal financial goals. We have built long lasting business relationships and to this day still enjoy the process of what we genuinely believe is making a real difference to a smaller number of select individuals and companies in changing their quality of life – not just their standard of living.
Apart from Chartered Financial Planner qualifications, our advice comes from having done it for ourselves as well as our clients. We are very proud of the fact that we offer genuine true, independent financial advice and our clients perceive us as being very different in the differentiated service we provide. Our specialism lies in relating people’s personal goals to their businesses – not letting their “job” dictate their lives.
We have retired from the plc world, experienced the reality check of critical health issues and now “live happily by the sea” in Alverstoke, Hants- yachting, sailing, windsurfing, dog walking and generally enjoying our own Financial Independence Programme. We work closely with a relatively small number of clients who share common ground: they all want to achieve true financial independence for themselves and their families, but enjoy the journey, and also recognise that sometimes, it is important to “observe the masses and do the opposite!” (Getty) If you would like an informal conversation to see if we can help you, do not hesitate to contact us.
Testimonials:
“Definitely not your run of the mill independent financial advisors!”
“Their approach has saved both us as individuals and our business thousands of pounds, time and time again.”
“All of their advice is based on an excellent technical knowledge, innovative solutions and backed up by good old common sense. I would not hesitate to recommend them.”
Mark Whiting, Director AVS Fencing Supplies Ltd
“Brett and Julie have brought a fresh approach to our financial planning. It started to become exciting - thinking outside the box in such a positive way.”
“We began to invest in plans which we actually had an interest in and could use them to enhance the enjoyment of our lives now.”
“We feel that our financial future is not only safe but is 'so bright we have to wear shades!'”
“We really like Brett and Julie's personal approach to business and feel that they truly care about us and our family.”
Dr Philip and Laura Gowers, Gowers Dental Practice Ltd
“Brett's focus upon the broad view of financial independence and long term planning marks him out from other Financial Advisors. He has helped us to create pension and investment programmes, which have ensured our long term future and saved us significant amounts of money. We have no hesitation in suggesting that you talk to Brett about your financial future.”
Nicholas Burwell, Managing Director: Nicholas Burwell Architects Limited.
About 2plan
2plan are a National IFA business providing independent, whole of market advice, structure and complete compliance and technology services to self-employed financial advisers across the UK, supported by one of the UK's largest insurance companies, Standard Life.