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Ellis Bates News

FT Adviser Top 100

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We are delighted to confirm that Ellis Bates Financial Advisers have been included within FT Adviser’s Top 100 Financial Advisers again.

The judging criteria is based on a number of factors including assets under management, gross inflows throughout the year, client retention and the number of Chartered or certified Financial Planners.

There are currently around 5,500 Adviser firms in the UK so to be in the Top 100 is a fantastic achievement and we’d like to thank everyone for their contribution towards this.

“These standards are a decent indication of a firm trying to do the right thing by its customers. 

This year marks 10 years since the introduction of the Retail Distribution Review; seven years since pension freedoms came into force and six years since the Financial Advice Market Review highlighted serious issues that needed to be addressed.

And over that time, businesses have adapted to change, whether this be tax policy turning on a pin, dealing with the after-effects of the pandemic or embracing the digital transformation.

But finding the right balance between face-to-face advice and online services – as well as developing robust succession plans to future-proof the advice industry – could yet result in some significant changes to business models.” 

FT ADVISER, https://www.ftadviser.com/your-industry/2022/10/21/who-are-ftadviser-s-top-20-financial-advice-firms/ 

Award Winners

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Congratulations to our Winners

As part of celebrating our 40th Birthday, over 200 nominations were received from team members voting for their colleagues across 8 categories:

Rookie of the Year award

Winner: Lee DeRedder, Trainee Financial Planning Analyst

For colleagues who joined us since March 2020, this is for someone who integrated and has become one of the team despite the lockdowns and remote working. This colleague sets the benchmark for future new recruits with regard to their attitude, approach and early contribution to their teams and company.

 

Rise to the Challenge award

Winner: John Della Pietra, Head of IT

Despite the situation and challenges, this colleague rose to the challenge, despite problems and/or set-backs and came through better and stronger as a result.

 

‘We are ambitious’ award

Winner: Rachael Dowde, Academy Manager

This colleague often goes above and beyond, they take on extra work or more responsibility and they are very engaged, putting their heart into everything they do to support the performance and growth of the team and company.

 

‘We are passionate’ award

Winner: Henry Walsh, Client Research Administrator (Apprentice)

For a colleague who is full of enthusiasm, always positive and finds the good in everything; they help to create a nice working environment, boost morale, has energy, and enthusiasm, and is a bit of fun too!

 

‘We do what’s right’ award

Winner: Mark Chandler, Chartered Financial Planner & Head of Estate Planning

This colleague chooses to do the right thing even when it isn’t expected, is more work for them, or isn’t the easiest option. It could be for a client or a colleague but in both cases they will have shown that, despite the difficulties, the right thing is always done. (Certificate posed by Ben as Mark could not be with us).

 

‘We do it together’ award

Winner: Cheryl DeRedder, Client Servicing Team Leader

This is for a colleague who helps others to grow and develop, provides appreciation and praise, puts their team first before themselves and makes the effort to establish genuine relationships with other team’s members based on mutual trust and respect.

 

Living our Values’ award

Winner: Beth Irwin, Client Review Team Leader

This colleague truly lives our values across all areas of ambition, passion, integrity and teamwork; and has many examples of things they have done, become involved in, led and driven across the business which have helped us to bring our values to life.

 

Mission Impossible award

Winner: Jo Fallon, Head Receptionist

This colleague always solves the problem, figures out a way to make something work, and can be called upon to help with most things. Unfortunately we do not have a photo of the winner as she was unable to join us on the night.

40th Birthday Bash

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Thursday 29th September 2022 saw us all in our best party outfits to celebrate our 40th birthday.

Grant Ellis & Peter Bates

Michael Cope, Managing Director

Our Directors

Our Financial Adviser Team

Our Reception Team

Our IT Team

Our Investment Team

Our Paraplanning Team

Our Compliance Team

Our New Client Team

Our Client Servicing & Client Review Teams

Our Accounts Team

Our Marketing Team

Our Leadership Team

Cycle to Work Day

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It was the 10th Anniversary of Cycle to Work Day on Thursday 4th August 2022, a day established by Cyclescheme.

The cycle to work scheme is an initiative under the Government’s Green Transport Plan and is an employee benefit that can save you between 26-40% on a bike and accessories.  It enables you to buy a new bike and pay through salary sacrifice and because you pay for it from your gross pay, you save tax and national insurance on the monthly payment. Ellis Bates is proud to offer this scheme as part of our company benefits.

Cycling to work is a great way to enhance your mental and physical wellbeing, as well as being environmentally friendly. With the cost-of-living crisis encouraging us all to re-evaluate our spending, commuting via bike can be cost effective and rewarding.

Angela from our Newcastle office took part in the Cycle to Work Day. She didn’t get any pictures of herself but took some shots of the lovely scenery along the way.

Visit the Cyclescheme website to learn more about the scheme.

Volunteer day at Otley Chevin

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On Thursday 30th June, a group of 6 employees from Ellis Bates volunteered at Leeds Parks and Countryside Service on Otley Chevin and carried out some invasive species control in the form of Himalayan Balsam Bashing. Himalayan balsam is a major weed problem, it grows rapidly, spreads quickly and smothers other vegetation.

Ellis Bates will support colleagues who wish to do volunteer work by providing one day a year where they can use their working day to volunteer within their communities or for charitable institutions. Charitable work supports our values of caring for our colleagues, customers and communities.

It allows colleagues to positively impact causes that are important to them and shows that the business is committed to its Social Responsibility principles. Volunteers can use the skills that they have developed at work to help the community, learn new skills, and help to improve morale, physical health, and work life balance.

They had a great day out volunteering and finished with a well-deserved drink.

Jubilee bake off

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We recently held a jubilee bake off for the Queens Platinum Jubilee to raise money for two brilliant charities, Alzheimer’s Society and Smile for Life. The delicious array of sweet and savoury snacks were judged by our very own Academy Trainer, Catherine Duncan, who needed a lie down after taste testing.

The selection of treats included cheese scones, cupcakes, savoury plaits and a variety of different flavoured cakes.

The winners were:

  • Best savoury:  Cheese and onion plait
  • Best sweet: Chocolate brownie
  • Best looking: Lime cake & icing with raspberry & blueberries
  • Most comical: Hedgehog

Thank you to everyone who got involved, whether that was by baking or donating – even the Queen made an appearance!

For more information on the fantastic charities we are raising money for please visit their websites:

https://www.alzheimers.org.uk/

http://smileforlife.org.uk/

 

Moving forward together

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Promotions

  • Two of our Advisers have moved into Regional Manager roles
  • Ben Clapham, an Adviser and Regional Manager is now our Director of Financial Planning
  • Lauren Nickell-Lean, has moved from a Client Research Administrator to a Trainee Paraplanner
  • Lee DeRedder, has moved from a Client Servicing Administrator to a Trainee Paraplanner

Exam Passes

  • Amy Butler has passed the Pensions and Retirement Planning (R04) CII examination
  • Adam Blakey has passed the Regulation and Ethics examination (CF1)
  • Laura Craven has passed the Equity Release (ER1) exam
  • We have 11 newly qualified mental health first aiders have completed the MHFA course

New Starters

  • Rebecca Summersall joining us as a New Client Administrator
  • Jaymee Stronach joining us as Mortgage Administrator

Supporting Charities Close to our Hearts

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Many of our team members have close links to some fantastic charities. As part of our social responsibility initiative, supporting charities is one of the key areas we focus on.

One of our Financial Planners, Kim Bath, married in August 2021 and rather than requesting wedding gifts, asked guests if they would kindly donate to charity instead.

Sadly due to Covid their ceremony was postponed three times and should have taken place in June last year. Devastatingly, between these dates three people who should have attended passed away from cancer-related illnesses. So, with this charity being close to their hearts, Kim and her husband chose Cancer Research UK.

The total amount raised by guests was £400, and Ellis Bates matched this so the charity benefitted from a generous total of £800.

Cancer Research is an incredible charity looking at the prevention, diagnosis and treatment of cancer. Thanks to the extensive research that has been done, the survival rate has doubled over the past 40 years.

For more information on this incredible charity, visit https://www.cancerresearchuk.org/

Focus on your future fair

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We were delighted to support the careers fair at Lawnswood School last week, as part of our wider socially responsible programme of creating opportunities for younger people.

The school were offering a range of career ideas for 12 to 18 year olds, encouraging them to learn about different job roles and types of companies.

The pupils were full of great questions about the financial services industry and the range of job roles available. We have already offered, and are looking forward to one student joining us for a week of on-site work experience!

To keep up to date on other events and causes the Social Responsibility Team support, visit our news and insights page.

Unlimited futures for all young women

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We are always looking for ways we can enhance people’s lives as a financial services provider, an employer and as a community-based business. The Social Responsibility Team involves dedicated Ellis Bates employees who have a passion for the environment and for supporting local communities. One of our Team Leaders, Bethany Irwin, is actively involved with and recently attended an event run by The Girls’ Network:

Q. Tell us a little bit about what The Girls’ Network is all about?

The Girls Network is a national charity started in 2013 by two teachers who had a desire to empower their female students and to teach them they can achieve their goals. The charity is split across 8 regions and has recently expanded further in the North East to include Northumberland and County Durham. For more information on The Girls’ Network, please visit https://www.thegirlsnetwork.org.uk/

Q. What made you want to become involved in The Girls’ Network?

I’ve always been extremely passionate about helping young people in the local community. I have led a Brownie unit for over 7 years – the same one I attended when I was younger and noticed the difference just one conversation can make to the girls’ outlook on what they can achieve.  I have previously volunteered for a non-profit called ‘This is Creative Enterprise’, a fantastic organisation that specialise in mentoring students on creative careers and providing them with real-life experiences.

I wanted others to know that there is more than just one route to a successful career. Therefore, I contacted local schools and colleges to arrange to go in and talk about my own experiences and to answer any questions about what apprenticeships are and how they work.

Q. How can people support The Girls’ Network?

There are numerous ways people can get involved. They can donate, take part in a sporting event, fundraise, become a corporate partner or become a mentor. Mentoring is the route I am currently undertaking so I can share my own experience and skills with a girl that might not benefit from this support otherwise.

Q. What does the mentoring process look like?

Once you have enrolled and are accepted onto the programme you attend training sessions and an information evening. Once you have passed a DBS (Disclosure and Barring Service) check you can attend a matching event at the local school, where every mentor can speak with each of the girls. Once you have been matched to someone there are 10 mentoring sessions, 1 per month, and the programme concludes with a celebration event. There is the opportunity to join the Ambassador programme where you can continue to mentor on an on-going basis.

Q. What was the reason for the event you recently attended and what did you take away from it?

The event was an insightful and inspiring session comprising of talks from experienced mentors who had been through the process already.

There was one particularly moving story by a lady who talked about how much she learned from her mentee and how she had been made redundant within the last year. Instead of withdrawing from the programme entirely, she founded her own company, Positive About Inclusion, an equality, diversity and inclusion consultancy.

The rest of the session covered discussions with others at different stages of the process. There were those who loved mentoring so much they were now veterans, holding a wealth of useful information.

I think it is important for young people to not have the added pressure of worrying about what others think about them. The fact that everyone is so different is amazing and there is so much you can learn from others. If I could give any advice to my younger self the message I would express is that the most important thing is just be yourself!

Q. What is next in your journey with The Girls’ Network?

I’m currently waiting for my DBS check to come back. Once that has been completed, I can choose a school and attend a match event to meet my first mentee.

To keep up to date on other events and causes the Social Responsibility Team support, visit our news and insights page.