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YO - York

Ellam Financial
Independent Financial
Advisers

Hallmark-ifa

Ellam Financial - Independent Financial Advisers

Address: 9 The Croft, Kirby Hill, Boroughbridge, York,
YO51 9YA
Telephone: 01423 323747
Fax: 01423 324326
E-mail: mail@ellamfinancial.co.uk
Visit our Web Site: www.ellamfinancial.co.uk
Contact: Estelle Ellam MSFA, Peter Ellam MIFP

General information

We can help you plan for your financial independence
People are living longer and enjoying a far higher standard of living than previous generations considered possible. It is therefore more important than ever to create a financial plan to maintain your lifestyle and achieve your aspirations.

As Financial Planning Consultants, we can help you plan:

          to protect your income and capital
         to protect your dependants
        to make the most of your savings and investments
      for your dream home
     to reduce your tax liabilities including IHT
    for school fees and university costs
   to provide for your retirement

for the costs of long term care

As independent Financial Advisers we can carry out a complete and impartial review of your financial affairs whether private or business, make recommendations based upon your own objectives and implement the necessary solutions.

We are a partnership comprising Estelle Ellam, who is a member of the Society of Financial Advisers and holds the Advanced Financial Planning certificate. She is a Pensions Specialist. Peter Ellam, a member of the Institute of Financial Planning specialises in investments and Inheritance Tax Planning. We prefer to be remunerated for advice rather than for transactions, either by fees or using commission to offset fees. We look after clients in the general area of Harrogate, Ripon, York and Wetherby.

The principle steps that we carry out in the planning process include:

Review your present financial situation including income and expenditure, assets and liabilities and relevant tax position.
Identify your financial aims and objectives taking account of present and future obligations and needs.
Recommend and implement a financial strategy selecting from a wide range of available investment, insurance and pension plans if appropriate.

The services of our company are designed to provide you with the necessary solutions to help ensure that you are financially organised to create as much wealth and security as possible for you and your family.

As we work with you to achieve your aims and objectives, we look forward to becoming your first and primary source of financial advice.

We are please to offer a FREE initial consultation to see how we can assist you.

Ellam Financial is authorised and regulated by the Financial Services Authority, which does not regulate all forms of the products or services we provide.

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