Wealth Management
Elsby Wealth Management (EWM) provides intelligent wealth management solutions to small business owners and individuals across Northampton to safely and strategically grow their personal wealth.
We focus on developing long-term relationships with clients, working with them, and adding further value to the Elsby accounting relationship. Our fully independent wealth advice covers investments, pensions, personal and corporate insurance, Venture Capital Trusts, and Enterprise Investment Schemes.
What best describes your accounting needs?
Meet the Team
We’re here to help you grow your business
Our combined experience covers the accounting spectrum with specialists ranging from audit to business advisory, tax and even cryptocurrency. Providing assistance across Northamptonshire including Northampton, Rushden, Bedford, Corby, Daventry, Desborough, Kettering and Wellingborough. Whatever your requirement, we can help.
Audit Manager
Role: Sue’s specialism is Audit and she comes to Elsby to drive the growing audit team,. Sue loves going out and meeting clients, getting to know their businesses to provide efficient audit services and practical advice. She is also passionate about training the next generation of accountants and auditors coming through the firm.
Senior Accountant
Role: Dominic joined the Elsby team as a Senior Accountant. Having joined the team with over 19 years experience with local firms, Dominic will be supporting his portfolio of clients and will be instrumental in supporting us as we continue to grow.
Partner
Role: Claire manages a team of 8 and has her own client portfolio ranging from small to medium sized SMEs. In addition, Claire’s specific Partner focus is to drive the business development agenda, identifying new revenue opportunities.
Partner
Role: Carl looks after a portfolio of clients and is responsible for driving the business strategy. Carl is particularly interested in the development of individuals in the team, and providing career opportunities.
Partner
Role: Leona manages a portfolio of SMEs and specialises in Limited Company and Charity Audits. Leona’s bubbly and personable demeanour have contributed to her success, particularly with her involvement in client audits and her management of the Elsby staff social and team building events.
Client Manager
Role: As a Client Manager, Jack enjoys working with small businesses, adding value to his portfolio of clients through accounting and advisory support. Jacks particular interest is management accounts and ensuring clients are up to date on their financials to support their decision making.
Client Manager
Role: In her role, Carina has a small portfolio and particularly enjoys working with construction and property clients. Carina is passionate about going the extra mile for our clients, and provides a welcoming, friendly but professional service with a smile.
Client Manager
Role: Emily has her own portfolio of clients and also supports the partners with their portfolios. Emily enjoys supporting her clients with their day-to-day needs and has a focus on developing her surrounding team including training junior members.
Senior Client Manager
Role: Claire likes to delve deep to understand the needs of clients and is known for being something of a technical geek. Claire brings her mathematical and people skills together to provide accounting and advisory support to help owner managed businesses grow.
Client Manager
Role: Jamie supports Leona and her team directly and manages the overall workflow and training of Leona’s team and employees, whilst also looking after his own portfolio of clients and the clients that came over following the acquisition of the RJB Partnership.
Learning & Development Manager
Role: Ann supports with employee development and training as the Learning and Development Manager, helping us build on the progress made, including developing our key staff to be partners as soon as they are ready
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Client Services Manager
Role: Lynda helps develop the Business Hub so that clients can be supported with their business using an “in-house” perspective.
Client Bookkeeping Manager
Role: As Client Bookkeeping Manager, Debbie jointly runs the bookkeeping team with her work Bestie, Susie. Together they make sure that all the bookkeeping and VAT returns are in, completed and filed in time.
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Client Bookkeeping Manager
Role: As Client Bookkeeping Manager, Suzanne jointly runs the bookkeeping team with her work bestie, Debbie. Together they make sure that all the bookkeeping and VAT returns are in, completed and filed in time.
Client Manager
Role: As a client manager, Libby has her own portfolio of clients and also supports the partners with their portfolios. Libby enjoys supporting her clients with their day-to-day needs and has a focus on developing her surrounding team including training junior members.
Head of People & Culture
Role: As a co-founder of Elsby, Clare has worn many hats over the years and is proud to be the Head of People & Culture, looking after (she would argue) our most important asset – our people.
Partner
Role: Along with overseeing the Sywell operation, Kupe’s main focus is to ensure Elsby clients receive the best possible service and advice. Kupe particularly enjoys business advisory and tax planning and supporting his clients in achieving their business goals.