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Rebecca Ellis
FPFS

Head of Advice

Rebecca Ellis is Head of Advice at Titan Wealth International.

As part of the senior leadership team, she sets firm-wide advice standards and ensures planning is technically robust, compliant and practical for internationally mobile families.

Rebecca regularly supports the front office with client mandates involving UK inbound and outbound moves, offshore assets, and the review of existing arrangements in response to evolving rules and regulations. She has extensive experience in wealth structuring for global families whose assets, businesses and family members are spread across multiple jurisdictions. She helps to simplify that complexity by aligning tax, retirement and repatriation planning, working alongside external tax and legal advisers where appropriate.

Rebecca is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and holds an MBA from the University of Manchester, as well as a first-class honours degree in financial services.

Areas of Expertise

  • Pension Analysis, Advice and Management
  • Pension Planning
  • Retirement Planning
  • Lifetime Allowance Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Advice
  • Tax Structuring
  • Tax Planning
  • Wealth Management
  • Private Client Wealth and Estate Planning
  • Complex Multi-Jurisdictional Financial Planning
  • Education Fee Advice & Planning
  • High Net Worth & Ultra High Net Worth

Qualifications & Awards

Chartered Financial Planner Fellow of the Personal Finance Society

Regions Covered

  • Worldwide