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Ellie Jarvis
Ellie Jarvis
About
Ellie is a Financial Adviser and Chartered Financial Planner at The Private Office located in Leeds and covering areas such as Manchester, York and Sheffield. She guides her clients on their financial planning journeys and provides advice across all aspects of financial and strategic planning. She enjoys using lifetime cash flow planning to illustrate the importance of a financial plan and to help give her clients the clarity they need to understand the most appropriate planning steps to take.
Ellie’s expertise includes retirement planning, inheritance tax planning and investment advice. She also has experience with tax services and previously worked as a financial adviser in New Zealand where she lived for several years. She provides support to a wide range of clients, including some of our Family Office clients where she helps to manage the financial affairs of wealthy individuals and their families. Ellie loves being part of a collaborative team at The Private Office, working together to achieve the best outcomes for her clients.
In addition to being a Chartered Financial Planner, Ellie is a member of the Chartered Institute of Taxation and The Association of Tax Technicians. She has a degree in Accounting and Finance from the University of Bristol.
When she is not advising, Ellie loves to travel and explore new places.
Areas Of Expertise
- Tax planning
- Investments
- Cash flow modelling
Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Member of the Chartered Institute of Taxation
- Member of The Association of Tax Technicians
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Ellie works from our office in Leeds and has clients in areas such as:
Leeds new adviser locations
Leeds new adviser map
- Harrogate
- Ilkley
- York
- Sheffield
- Wakefield
- Doncaster
- Nottingham
- Derby
- Manchester
- Liverpool
- Lancaster
- Newcastle upon Tyne
At a glance
- Chartered Financial Planner
- Previous experience working in tax services
Ellie has listened to all my goals, has set me up for the future, and has put my mind at ease regarding any concerns I initially had.
September 2023
Ellie has been a joy to work with. She is very easy to talk to and very professional. I have been very impressed with our dealings so far and are looking forward to her recommendations and beyond.
May 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Ellie's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Ellie is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Articles by Ellie Jarvis
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.