Dylan Ellis

Growing up with extremely tight finances, my family faced challenges that shaped my passion for understanding money. I wanted to ensure my future family never experienced the same worries my siblings and I did. Specialising in wealth management has allowed me to play a key role in the financial success stories of individuals, couples, families, and businesses. Whether we’re starting small or working with significant resources, it’s incredibly rewarding to see how strategic planning can transform lives. Having experienced the impact of my older brother's suicide and losing my Mum just a few months later, I am a strong advocate for mental health and wellbeing. Financial stress is one of the biggest contributors to mental health struggles, and being in a position to provide clarity, stability, and relief for my clients is incredibly meaningful and is a personal mission of mine. Helping people regain control of their finances isn’t just about numbers - it’s about reducing stress, creating security, and ultimately improving their quality of life. I actively support talking circles, providing a space for open conversations about mental health, resilience, and personal growth. I am proud to be recognised as VouchedFor's Top-Rated Advisor 2024 & 2025. My expertise in financial wellbeing, investment strategies, and wealth growth continues to make a meaningful impact on my clients’ futures. On the personal side, I now have a family of my own, with my son - who is now two years old at the time of writing. He’s a smiling tornado, and I wouldn’t have him any other way! For discussions on financial advice, please email me at dylan.ellis@sjpp.co.uk. The value of your investments can go down as well as up. You could get back less than you invested. Compass Financial Solutions Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 10/03/2025