Independent Financial Advisor in Boroughbridge

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As an Independent Financial Advisor in Boroughbridge, primarily, we are Pensions Specialists. Estelle Ellam is fully qualified to give advice on all aspects relating to pensions ranging from SIPPs, Income Drawdown, Pension Transfers to the allocation of Pensions in Divorce Settlements.

Typically, we are approached to advise upon one's options as retirement looms. Once the appropriate choice is made we then implement the clients' requirements which often involves compiling a bespoke spreadsheet to demonstrate how long one's financial resources will last throughout life based upon agreed assumptions. This is often known as Lifestyle Cashflow Planning.

Many clients contact us to seek rationalisation of the various pension plans they may have accumulated throughout their working careers, Estelle being skilled in explaining the interaction of the various rules governing pension provision.

We charge fees for our services but will work on commission remuneration if asked.

In addition to the foregoing, we are happy to provide advice on protecting one's family in the event of death, critical illness or long term illness.

We believe it is crucial to specialise and not try to be "all things to all men" so we outsource any enquiries in respect of mortgages, private medical insurance and asset management.

We are pleased to offer a free initial consultation to see how we can assist you and welcome enquiries in the general area of Harrogate, Ripon, York, Wetherby and Thirsk.

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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