ABOUT ELLISON FINANCIAL

 


About Ellison Financial Consultants

Ellison Financial Consultants provide Independent Financial Advice and an independent financial consultancy service, and was established in January 1987. We are an Independent Authorised Advisor on all Financial services: Investments, Deposits, Shares, Pensions, PRSAs, Pension transfers from the UK to Ireland, Health Insurance, Hospital Insurance, Mortgage finance, and Insurance Brokerage - we are not tied to any Financial Institution.


Gary Ellison

Dr Gary Ellison, t/a Ellison Financial Consultants, is regulated by the Central Bank of Ireland as an Authorised Advisor under the Investment Intermediaries Act, 1995; and as an Insurance Intermediary registered under the European Communities (Insurance Mediation) Regulations 2005. Also registered as a Mortgage Intermediary authorised under the Consumer Credit Act, 1995. Our Central Bank of Ireland reference number is C1327. The Central Bank of Ireland holds registers of regulated firms. You may contact the Central Bank of Ireland on Tel: 01 224 6000 or alternatively visit their website on www.centralbank.ie to verify our credentials.

Gary Ellison was Director and Treasurer of the Professional Insurance Brokers Association (PIBA) for 9 years, and is currently its Internal Auditor. PIBA is the largest Association of Financial Brokers in Ireland. Gary is a graduate of Lancaster University and Queen's University, culminating in the Post of PostDoctoral Research Fellow at Trinity College Dublin. Gary attained the degrees of B.A., M.Sc., & Ph.D.

Ellison Financial Consultants have 27 years experience specialising in providing Independent Financial Advice on Investments & Pensions, and financial planning of your current situation, operating on the basais of a fair analysis of the market.

We also offer a UK Pension Transfer Service from the UK to Ireland for Irish citizens and residents, ex UK residents, clients who have relocated back to Ireland, and UK citizens moving to Ireland. This service includes financial consultation, investigation of UK pension, tracing UK pensions, advice, and comparison of products and funds. We handle all the the transfer administration for you at our end and completion of pension transference, and final production of documents required. We are also able to provide an ongoing pension review service following the transfer. Contact us for more details.

Also, we are able to arrange mortgage finance for most purposes, and re-mortgages etc. (all mortgages & loans subject to the lenders terms & conditions apply). We make it easy for you, by handling all the administration at our end, and hence we look after all the hard work. Contact us for more details.

We have on line access to for up-to-the minute financial information and are independent - not tied to any financial Institution.

We can provide a comprehensive financial planning consultancy service, dealing with all financial aspects from mortgage and remortgage broking to life insurance, health insurance, pensions, and investments and deposits service. The firm provides advice in regard to PRSAs, deposits, refer advice on shares to Merrion Stockbrokers, and can refer general insurance to Penco Insurance. We can compare and advise on health insurance and set up health insurance schemes and Company Group Schemes with Aviva Health. We act as Administrators on many Small Firms Association Aviva Health Group Schemes. We also provide a specialized service for the transference of clients pensions from Britain to Ireland.

The unique feature and benefit of Ellison Financial Consultants over the years since establishment is our ability to be able to correspond quickly and efficiently with our clients. This allows the client to provide information to us and receive advice back (in writing) in a non-pressurized way. We can exchange and provide information, advice, solutions, financial products and applications with the client via the internet, Email, Post, and telephone etc.

Financial reports sent out follow on from the "fact finding" of information we receive from Clients.
The role of Independent Advisors such as ourselves comes into play in the longer term commitment to the Industry which ensures that the consumer, our clients, can expect a greater level of after sales service, independent service and advice, than if the client dealt direct with one company - be it one Insurance Company or one Lending Institution (here the client does not receive independent advice or plans/policies or mortgages. He/she only receives the products and advice of the one Institution has to offer). That is why Independent Advice is important.

We normally work on a professional fee basis at 200 Euros per hour. Alternatively, our professional fee can be paid via product commission, if applicable. Fees can be offset/reduced against commission paid. A consultation normally costs 200 Euros. For work completed following a consultation, our minimum fee is normally 400 Euros inclusive of initial consultation fee. Please see our Terms of Business section for full details.

Ellison Financial Consultants carry Professional Indemnity cover of EUR:1,500,000, and is a member of the Investor Compensation Scheme under the Investor Compensation Act 1998, each client covered for EUR:20,000.

Ellison Financial Consultants are members of PIBA, the Professional Insurance Brokers Association.

In the event of any complaint please contact Gary Ellison using the contact details.

 

 
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Dr. Gary Ellison t/a Ellison Financial Consultants is regulated by the Central Bank of Ireland. Registered as an Authorised Advisor, Mortgage Intermediary, and Insurance Intermediary. Member of the Professional Insurance Brokers Association (PIBA)

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