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About
- About Our Company
  Ellaby Pollard was established in 1979, operating as a firm of Independent Financial Advisers.
  
  Since then we have enjoyed steady and continuous growth by meeting the needs of a variety of clients and remaining truly independent in both name and spirit. Ellaby Pollard has an enviable reputation for providing high quality...
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- How We Are Paid
  As an advisory business providing whole of market independent advice to clients, we firstly need to gain a broad background of your financial circumstances and also understand your financial requirements and the type and complexity of financial advice that you might need. In order to do this we need to have an initial exploratory discussion with you...
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- How We Work
  Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline...
  
  Here's how we formulate the plan towards your goals: We meet together to discuss your personal circumstancesand your current financial situation. We'll go into detail so that we can draw up a complete picture of where...
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- Testimonials
- Privacy Notice
Services
- Financial Planning
  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...
  
  You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring...
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- Retirement Planning
  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 or windfall, then you need to provide yourself with a secure income for the rest of your life.
  
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- Wealth Preservation
  Inheritance tax (IHT) is perhaps not quite the ‘voluntary’ tax it was once considered. However, careful planning to ensure you take advantage of all the allowances and reliefs available could save your family a significant tax burden relatively easily.
  
  It’s never too early to start the planning process.
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- Corporate Planning Matters
  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...
  
  Owner managers and directors face very specific issues. No matter what stage you are at – just starting out...
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- Savings & 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 investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.
  
  Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access...
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- Taxation
  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...
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- Protection
  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...
  
  It can provide the reassurance of financial protection for you, your family and your business associates.
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- Cash Flow Modelling
  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.
  
  Cash flow modelling allows you to reflect on your current fin...
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Contact Details

Ellaby Pollard Ltd
Whitefriars
Lewins Mead
Bristol
BS1 2NT
Phone : 0117 927 6026
Email Us

Ellaby Pollard Limited is Authorised and Regulated by the Financial Conduct Authority

Ellaby Pollard Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 518048

The information provided on this website should not be viewed as advice. It is important to seek individual advice before making any decisions.

The Financial Conduct Authority does not regulate taxation advice, trust advice (or taxation and trust advice), will writing, university/school fees planning, National Savings products and deposit accounts

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Ellaby Pollard Limited is registered in England, Registered No. 7142754

Registered Address: Whitefriars, Lewins Mead, Bristol, BS1 2NT