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Welcome to Ellaby Pollard Ltd Independent Financial Advisers in Bristol

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.

  • Retirement Planning

    Do you fancy the idea of living on a little over £100 per week when you retire? That's pretty much the prospect...

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  • Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than...

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  • Latest News

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Our Areas Of Expertise

Cash Flow Modelling
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Cash flow modelling, in its simplest form, is the process of assessing your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future.
Corporate Planning
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We believe you should be able to spend time in your business doing what you do best. We know you can worry about company financial planning issues so, passing these concerns to us, enables us to use our skills to assist you
Protection
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The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.
Financial Planning
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Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers, we can help you make informed decisions about your financial future; short, medium and long term.
Savings & Investments
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Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.
Wealth Preservation
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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Taxation
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Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
Retirement Planning
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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a secure income for the rest of your life.

London Stock Exchange

Value Move %
FTSE 100
7067.3301 +12.73 +0.18%
FTSE 250
19027.1699 +13.1992 +0.07%
FTSE 350
3931.3501 +6.3401 +0.16%
FTSE All Shares
3883.9500 +5.75 +0.15%
Dow Jones
25669.6309 +24.0704 +0.09%
Nasdaq
7422.0000 -272 -3.54%
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Share Price Moves are sourced from Yahoo Finance Market Data. Stock Market data is compiled every 15 minutes. Information is not realtime.

Currencies

Value Move %
GBP/EUR
1.1441 -0.0008 -0.07%
GBP/NOK
10.8602 +0.0096 +0.09%
GBP/SEK
11.8871 +0.0953 +0.81%
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