EWM provides intelligent wealth management solutions to small business owners and individuals to safely and strategically grow their personal wealth.

About Elsby Wealth Management (EWM)

We focus on developing long term relationships with clients, working with, and adding further value to the Elsby accounting relationship. Our fully independent wealth advice covers investments, pensions, personal and corporate insurance and Venture Capital Trusts, and Enterprise Investment Schemes.

Our fees are transparent with no hidden costs, no exit fees, and minimal initial fees. We strive to push down costs wherever possible, avoiding unnecessary costs in investment portfolios and platforms that don’t add value to long term wealth creation.

Working with your accountants

EWM work closely with the Elsby accounting teams (or your existing accountant) to understand how we can use knowledge of the client’s business interests to best structure their investments and wealth management solutions. Amongst other things, this is about making the most of:

  • Dividends
  • Employer pension contributions
  • Relevant life, key person, and shareholder protection insurance
  • Limited company investment options
  • Tax efficient extraction methods for limited company owners

This range of services and expertise go beyond the remit of most ‘traditional’ financial or wealth advisers, enabling us to add significant value to the trusted relationships already in place between our clients and their accountant.

EWM Leadership

The EWM team is led by Andrew Kennedy, an experienced investment professional with a proven track record of advising on complex strategies for HNW individuals and company directors. Andy has worked in private wealth management for over a decade, working in Switzerland for 3 years before returning to London where he worked for Bank of New York Mellon and Legal and General Investment Management. Andy holds the Investment Management Certificate (IMC), has passed CFA levels 1 and 2 (Chartered Financial Analyst), and also holds the Cii DipFS.

Elsby Wealth Management is a trading name of Financial Solutions Group limited. Clients have the comfort of knowing that Elsby Wealth sits under the umbrella of Financial Solutions Group who currently hold more than £1bn in assets under management.

If you would like to hear more about how Elsby Wealth Management can help you and your business, please e-mail: andrew.kennedy@elsbywm.co.uk

What our clients say about us

We focus on giving you the right advice to help your company grow