Choosing to seek professional financial advice is one of the most important decisions that you will make in your lifetime. It can, and should, lead to a long and rewarding relationship with your adviser, who will become an integral part of your financial affairs.
At Ellaby Pollard, we believe that professional financial advice can add significant value to individuals and businesses. We have a number of different client service propositions designed to meet the varied circumstances of our clients and provide the facility to move between the different propositions as circumstances change. A fundamental part of our service proposition is the comprehensive ongoing review service which has been developed to create real value for our clients. However, our different service levels allow us to also accommodate clients who may need a more “light touch” approach.
As your partner in building wealth and security for your family or business, we focus on ways in which we can help you to live the life that you want to live. We will work with you to create a comprehensive strategy covering every aspect of your finances including financial planning, investment and retirement planning, wealth preservation, any protection needs and tax planning considerations. All of these areas need to be considered to enable you to establish a coherent and adaptable financial strategy. That said, we also understand that sometimes clients may need to focus on specific areas which require immediate attention and we will work to ensure that a relevant plan can be established which can then be reviewed and developed further in the future.
Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you over the coming years.