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Client Testimonials

  • My wife and I have been clients of the firm for at least twenty five years. We have always valued the advice which we have been given and have appreciated the way financial matters have been carefully explained to us. At all times we have found them readily approachable.

    Mr & Mrs D, Worcs
  • My first encounter with Ellaby-Pollard was back in the 1990's when we were grappling with the complexities of a "self-administered" company-based, pension scheme, alongside a whole range of employee schemes. I was impressed with the time and effort that Ellaby Pollard put into the work and the high level of support and dedication that went with it. As a result of this, I chose to move my personal pension scheme (SIPP) to EP and, more recently, all my other equity investments too, so that they would be managed under one roof.

    Mr R, Cheltenham
  • I have been advised by Ellaby Pollard for many years now. At all times I have appreciated their professionalism and proactive help. Most of all, I have valued their ability to set out options and advice in clear and intelligible terms.

    Mr P, Thames Valley
  • I have made use of Ellaby Pollard’s financial services for over 20 years now and have always found their advice to be helpful, factual and explained in a way that non-financial customers like me can understand. Their new website is another example of how they are trying to demystify the myriad of financial rules and regulations to provide fair and impartial advice to help me plan for a successful and financially secure retirement.

    Mr L, Oxford

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Our Areas Of Expertise

    • 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; short, medium and long term.

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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, you need to provide yourself with a secure income for the rest of your life.

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    • Wealth Preservation

      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.

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    • Corporate Planning

      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

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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.

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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 your finances.

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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 partners.

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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.

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