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Ellis Bates News

Walled Garden Welcomes New Workshop

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Ripon Community Link celebrates opening of new workshop with thanks to volunteers, local business, and the National Lottery

A Ripon Learning Disability charity is celebrating the successful completion of a renovation project to create a workshop that will benefit its service users, staff and visitors to its popular Walled Garden.

Thanks to the enormous generosity of dedicated volunteers giving their time and skills alongside donations from 4 local business and a private donor Ripon Community Link has installed a new workshop at the Walled Garden, on the edge of the city on Palace Road.

Ripon Community Link is a leading provider of innovative day support services for people with learning difficulties, and operates from two sites within the Ripon area, St Wilfrid’s Bungalow and Ripon Walled Garden.

An enormously dedicated volunteer, supported by a team of 5 other volunteers has taken on a labour of love and fully renovated an old barn over the past 5 months, creating a safe workshop space for adults with learning disabilities. The workshop will enable service users to develop a range of skills as they learn woodwork practice. All items produced will then be sold in the Garden to raise funds for the charity.

Local business including Ellis Bates, Moduloft, Durtona Kitchens and ilke Homes have provided materials or financial support to enable the workshop renovation.

The Charity also has the support of the National Lottery who have provided funding for dedicated staff time to provide expert learning opportunities for service users.

Thanks to a comprehensive home support programme and changes to the learning spaces on site, the charity has fully supported its beneficiaries throughout the entire Covid pandemic, and since November last year, has welcomed its service users back to on-site sessions.

Victoria Ashley, Ripon Community Link Chief Executive, said: “I would like to thank all our amazing volunteers, the local businesses, and the National Lottery for their combined generosity and support of our charity. Without their support none of this would be possible.

The pandemic has posed enormous challenges for us, and this development enables us to have an additional  space on site helping us to continue to deliver our services whilst protecting service users with social distancing in place

This project will improve the range of services we offer providing even more learning opportunities for our beneficiaries. We are very excited to see what wonderful items will be created and sold in our onsite shop”

Michael Cope the Managing Director of Ellis Bates – based in Harrogate said: “I am very happy to be able to show my support for this highly thought of Ripon charity by giving to the Workshop appeal. I’ve visited the Walled Garden and it’s a wonderful community asset that benefits disabled people of all ages”

Paul Ashley of Durtona kitchens said “Durtona is proud to support Ripon Community Link, a local Charity which delivers so much to people who deserve access to high quality facilities”

Paul Thompson of Moduloft said, “it is wonderful to see the development opportunities offered to individuals, and we are proud to have Ripon Community Link as our Charity partner”

Carolyn Sands, Chair of Trustees said: “This project is a wonderful step forward for the Charity and we are extremely grateful to all of those that have been able to help us with this major development”

The charity is also fundraising for a new building at the Walled Garden site which will provide additional classroom space.

If you would like to support the work of Ripon Community Link by volunteering, please contact volunteers@riponwalledgarden.org or if you make a donation to their build fundraising campaign at https://www.justgiving.com/ripponcommlink

Further information about Ripon Community Link is available from its website, https://www.riponcommunitylink.org/

A Safe Pair of Hands

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Ellis Bates is part of the Personal Finance Society (PFS) Financial Vulnerability taskforce.

This means we adhere to nine core pledges, to express our commitment to vulnerable clients.

The body has been put in place to:

  • Change public perception through the way in which we consciously deal with those in vulnerable circumstances.
  • Address perceptions or the unconscious reality of commercial conflicts of interest.

As a member of the society (which is part of the Chartered Insurance Institute Group) we are expected to meet certain professional standards as outlined in the Code of Ethics.

The Code sets down the principles which all members should follow in the course of their professional duties and as such, we are required to;

  • Comply with the Code and all relevant laws and regulations
  • Act with the highest ethical standards and integrity
  • Act in the best interests of each client
  • Provide a high standard of service
  • Treat people fairly regardless of age; disability; gender reassignment; pregnancy and maternity; marriage and civil partnership; race; religion and belief; sex; and sexual orientation

What is Vulnerability?

The FCA (Financial Conduct Authority) definition is “We define a vulnerable consumer as someone who, due to their personal circumstances, is especially susceptible to harm, particularly when a firm is not acting with appropriate levels of care.”

It is estimated over 50 % of the adult population display at least one element of vulnerability and sits at the heart of our approach and communication towards all our clients.

For more information of this key element of accessibility to financial advice for all please visit www.thepfs.org/about-us/initiatives/financial-vulnerability-taskforce/

Employee Wellbeing

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Active steps to make sure your people are happy, healthy and financially sound. Employee health and wellbeing is high on many businesses’ agendas and is no longer merely an afterthought when addressing sickness absence. There is an obvious link between a happy, healthy workforce and improved productivity.

The aim should be to reduce direct healthcare costs, build and sustain high employee morale, drive effective recruitment and retention, improve productivity, and reduce the damaging trend of presenteeism.

Physical Wellbeing of Staff

But research from GRiD[1], the industry body for the group risk industry, shows that 34% of employers don’t offer any support for the physical wellbeing of staff. Changes to lifestyle can reduce the risk of cancer[2], so support for physical wellbeing can be an important way for employers to help their staff in terms of prevention.

Furthermore, only one in five (20%) employers offer initiatives to encourage staff to be more active to improve their health, and only 14% offer training on specific areas such as smoking cessation, nutrition, fitness and lifestyle.

Integral to Full Holistic Support

Supporting the physical wellbeing of staff is integral to full, holistic support of staff, and there are many ways that employers can do this, from encouraging lunchtime walks and standing meetings to providing access to specialists to advise on nutrition and health.

The options available for employers to support the physical wellbeing of staff are constantly being developed. Support for physical health isn’t just about treatment but about prevention and early intervention too, and it’s important that all are considered when employers are looking at how to support staff best.

Early Involvement in Absence

Some illnesses will result in long-term absence. The cost of sickness absence is often high up the list of organisational concerns for an employer, so early involvement in absence and maximising rehabilitation support is prudent.

Cancer is a leading cause of claim[3] across all group risk products (employer-sponsored life assurance, income protection and critical illness), so we know just how much cancer affects employees and their companies.

Investment in employee wellbeing should be high on any company’s priorities.

The financial support offered is important at a time when people need it most, but it’s important that all the other support – both in terms of prevention and early intervention – are not overlooked: they play an incredibly important part in employers looking after the health and wellbeing of their staff. If you’re a business owner and would like to discuss this further, please contact us to assess your options.

Source data:
[1] Research undertaken by Opinium on behalf of GRiD amongst 500 HR Decision makers between 4 and 18 March 2019.
[2] www.macmillan.org.uk/information-andsupport/diagnosing/causes-and-risk-factors/potential-causes-of-cancer/age-lifestyle-dietreducing-risk.html
[3] GRiD 2019 Claims Survey

Coronavirus (COVID-19) – helping us all to stay safe

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At Ellis Bates our number one priority is the health and wellbeing of our clients, colleagues and their families.  Recommended guidance is being issued daily and we constantly review this in order to help us decide on the best approach.  We will always follow government guidance and do what is right for all concerned.

We have made the decision, with immediate effect, to ask our teams of Advisers to conduct all meetings with our clients over the phone or by video.  If you feel it is essential that we meet with you face to face, please contact your Adviser in the first instance and we will try to understand your situation and what we can best do to support you.

We are still here to help and our Advisers continue to be available to deliver our financial planning service, and provide advice and support.  We have over 100 colleagues across three main offices and will have a fully operational plan in place to ensure our colleagues can continue to deliver a great service to you.

We will closely monitor the situation to make sure we take all necessary precautions to protect our colleagues and clients alike. Please do contact us if you have any concerns or queries.

Yorkshire Financial Awards 2020

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We are delighted to announce we have been shortlisted at the Yorkshire Financial Awards 2020 in all three categories that we have entered. The final will take place on the 27th February at New Dock Hall, Leeds. We are finalists in the following areas;

  • Best Employer
  • Financial Adviser Team of the Year
  • Wealth Manager of the Year

Barker Brooks Communications, organisers of the event, explain that the awards have been developed to celebrate the incredible financial services industry, and the achievements and successes of the region’s best and brightest. We will keep our fingers crossed for a win or three to start off the year!

Ellis Bates Sponsored Abseil

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Ellis Bates are proud to be holding a charity fundraising event in aid of Yorkshire Air Ambulance.

Held at Ellis Bates (Adam House, Ripon Way, Harrogate) Saturday 6th July 2019 from 12 pm until 4pm, daring staff members will be taking on a sponsored abseil down the side of the building.

Alongside watching some of the staff conquer their fears, there’ll be a hog roast and a number of stands and entertainment throughout the day, including; ice cream van, tombola, bottle pull, sweet pull, sponsored leg wax, raffle and cake stall. Dogs welcome too!

Yorkshire Air Ambulance is an independent rapid response air emergency service, serving approximately 5 million people over 4 million acres of Yorkshire land. Two helicopters, one based at RAF Topcliffe and another at The Nostell Priory Estate, serve the entire Yorkshire landscape.

From remote rural land to densely populated regions, including major motorways, the crew administer state-of-the-art medical care and save lives daily. And to keep these in the air, the charity requires £12,000 to be raised daily.

All proceeds raised from the day will be donated to Yorkshire Air Ambulance, so come along and help raise funds for a worthy cause.

For more information please call 01423 520052.

ellis bates sponsored abseil

Stephanie McClarence becomes a Fellow of the Personal Finance Society

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Ellis Bates Financial Advisers would like to congratulate Stephanie McClarence who has officially become a Fellow of the Personal Finance Society (PFS).

Stephanie started her career in financial services in 2013, initially focused on investment management and product research. While she had a hand in creating template paragraphs for suitability reports and providing guidance and support to Advisers with technical knowledge, her involvement in the advice process was at arm’s length for the first 4 years of her career, before moving into Paraplanning and now advising.

It was in March 2015 when Steph first decided she wanted to achieve Fellowship status and became fully committed to her studies, achieving a Diploma in Regulated Financial Planning by August 2016.

The road to becoming a Fellow doesn’t come without its difficulties so we asked Steph what the most difficult parts of her journey were:

“The most challenging thing I would say is trying to find a work/life/study balance. Doing these exams takes a huge commitment. Originally I was working in product research and not part of the advice process. I felt I was learning the material each time from a standing start with very little frame for reference. I had to work a little harder to figure out how the information I was absorbing would play out in practice.”

However, the team at Ellis Bates has always been there to lend a helping hand whenever needed;

“I’ve done 6 exams since starting at EB in August 2017 and the Regional Directors, Directors, etc have all been incredibly supportive. I knew that if I didn’t understand anything I could speak with someone who was an expert in the field, and they would be able to help break it down. Obviously, there was study leave available to me and the support in financing the exams as well, but the genuine excitement and support from every member of the company when they find out that you’ve passed an exam has been a wonderful experience. This definitely helped carry me through the next exam I had planned.”

The last exam Stephanie took, in 2018, meant she achieved Fellowship Status within the PFS and upon completion ensured she had all the tools available to make sure that any advice or guidance she was giving to clients would be the best it could possibly be. Becoming a Fellow of the Personal Finance Society is a wonderful bonus that went with that, and with only 2.4% of all PFS members being Fellows, it goes to show the great scale of Stephanie’s achievement.

Yorkshire Choice Awards

Yorkshire Choice Awards – Who’s your winner?

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Yorkshire Choice Awards

Ellis Bates Financial Advisers are delighted to announce that we are nominees in the Yorkshire Choice Awards.

Nominated for Best Independent Business, Ellis Bates are proud to be recognised amongst other respected businesses in the region.

The awards cover a wide range of businesses and industries across the county, recognising those inspirational in their field.

With the winners announced at a glitzy Award Gala Dinner on 6th April, and votes closing 1st March, you still have time to vote for us!

So it’s time to choose your winner – head to the Yorkshire Choice Awards website to cast your vote and help crown Ellis Bates as Best Independent Business 2019! Vote here.

Watch our videos to find out why we were nominated and find out more about our services.

Thank you!

Yorkshire Financial Awards

Yorkshire Financial Awards

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Yorkshire Financial Awards

Ellis Bates Financial Advisers are delighted to be finalists in three categories in the Yorkshire Financial Awards.

Not only have Ellis Bates been shortlisted for three awards, but have been shortlisted for every category entered. These are Best Employer, Customer Service, and Financial Adviser Team of the Year.

During an evening of recognising and celebrating the county’s best in financial services, the winners will be announced 21st February at New Dock Hall, Leeds.

Ellis Bates are also proud to be sponsoring the event, alongside other established businesses including Rolls Royce.

You can watch our videos to find out why we were shortlisted and find out more about our services.

Fingers crossed!

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