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Staff News

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

Our Trailblazer Award Winner

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Ellis Bates are delighted to announce that our Investment Portfolio Manager, Anthony Graham, has been awarded the “Trailblazer Standard” by a panel of independent judges at Investment Week, an industry investment publication. The Trailblazer Awards were designed to identify the next generation of UK investment professionals that will make a difference to the financial industry.

Since Anthony joined the Ellis Bates Investment team in 2014 he has driven the evolution of our investment analysis and become a key member of the Investment Team in his role as Portfolio Manager. We are very proud of his contribution internally and the standards he sets, and to see this recognised by his peers within the industry is a wonderful endorsement for him and the company as a whole.

There is an enormous amount of work involved to ensure the Ellis Bates portfolios meet our clients’ expectations, and Anthony plays a significant role in all aspects of their construction and ongoing management.

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

Ellis Bates Team: Carol Lammy-Steele

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ellis bates team: photo of carolEllis Bates Financial Advisers would like to welcome the latest addition to our Financial Planners team, Carol Lammy-Steele. Carol joins us having already amassed 30 years’ experience in the financial industry through companies such as Barclays, NatWest and Prudential. Day to day her main responsibilities are visiting Customers in their own setting and helping them to achieve their financial goals through short and longer-term planning.

With 30 years of experience behind her, Carol told us what her favourite thing about the financial industry is, and in particular her favourite thing about Ellis Bates:

“It is a privilege to work in this industry and have and continue to build on the knowledge I have gained over the years.

There’s a family friendly culture here – staff put smiley faces at the bottom of critical emails! There’s also a genuine desire throughout the company to put the customer first and work as a team to get the job done”

When all the work is done for the day, what can you find Carol getting up to in her spare time?

“In my spare time I like to relax with my family. As well as this I enjoy ballroom dancing, learning Spanish, reading, movie and theatre and health and fitness.”


You can get in contact with Carol and the rest of our Financial Advisers to discuss your requirements on 01423 520 052

Ellis Bates Team: Gary Davies

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Ellis Bates Financial Advisers would like to introduce Financial Planner, Gary Davies – one of the newest additions to the team. Gary joined recently having accumulated almost 22 years in the financial industry, having previously worked for companies such as the Nationwide Building Society and HBOS. From day to day Gary will be meeting with clients to ensure their finances are in the best shape for their purpose and protecting their accumulated wealth for their family.

Having already worked in the financial industry for over two decades, Gary explains what his favourite thing about the profession is, as well as what made him want to join Ellis Bates:

“I enjoy the satisfaction of seeing how my influence and work helps my clients both now and in the future. Ensuring my clients have the ability to call or meet up with me to discuss any aspect of their finances is really important and this will in turn hopefully lead to a lifelong trusting relationship”.

“The overall ethos of Ellis Bates stands out against many competitors, their growth ambitions over the coming years are also great to see. They have core values that they promote; teamwork, passion within the role, ambition and to always work with a strong level of integrity. This was key for me when deciding to work for Ellis Bates”.

When he’s not out on the road helping his clients, what can you find Gary doing?

“I watch a lot of sport, I used to play Rugby Union to a good standard but retired due to injuries to my knees. I am a season ticket holder at Everton Football Club so attend all home games and the occasional away fixture. I like to spend time with the family, I am married with 3 grown up children, all of who still live at home. We have recently bought a puppy, Cooper who is a Goldador (Golden Retriever/Black Lab) so he is taking up a lot of my time at present.”

Get in touch with Gary and the rest of our Financial Planner team to discuss your requirements on 01423 520052.

Kim Bath

Ellis Bates Team: Kim Bath CeFA CeMAP and DipFA

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The wonderful team at Ellis Bates Financial Advisers keeps on growing and we’d like to introduce one of the latest additions to our team, Financial Planner – Kim Bath. Kim joined us having previously worked for companies such as St James Place Wealth Management, HSBC, Halifax and Santander. From day to day Kim provides bespoke client solutions to ensure individuals can meet their long-term financial aspiration.

When quizzed about what she enjoys the most about her job, Kim said:

“I enjoy meeting so many interesting people and clients and making a difference to their long-term financial stability”

Having worked for big companies in the past, Kim explains what made Ellis Bates stand out to her:

“I believe that Ellis Bates genuinely care about both clients and staff and are still committed to ‘old fashioned’ values. In addition to this, unlike the other companies I have worked for, they offer independent advice and are not tied Advisers.”

One of the many positives of working for Ellis Bates is the flexible work to life balance it offers its employees. Therefore, we asked Kim what she likes to get up to when she’s not offering her clients advice:

“The majority of my spare time is taken up by my horse Whisker and competing at local shows in dressage and show jumping, in addition to this I enjoy travelling with my partner Gary and don’t have much time for anything else.”

You can reach Kim or any of our team of Financial Advisers by calling 01423 520 052

Stephanie McClarence becomes a Fellow of the Personal Finance Society

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Stephanie McClarenceEllis 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.