Gillis Financial Planning Limited was established in 2017, when its Principal Cliff Gillis accepted an invitation to join St. James's Place. We understand that planning for a secure future for yourself, your family or your business will require some difficult and challenging decisions. Sometimes, these important plans do not get the attention they deserve and often get “put off” all together.

Working with a qualified, knowledgeable and experienced adviser is the key to building a long term successful financial plan. We believe that providing face to face advice enables us to get to know our clients on a personal level which allows us to understand their current situation in detail. This ultimately enables us to offer them the assistance to plan and achieve their short and long term financial goals in a bespoke manner dependant on individual circumstances.