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.
Wealth Management Accountants & Financial Advisor Northampton
Advice on Investments, Pensions and more
We focus on developing long-term relationships with clients, working with them, and adding further value to the Elsby accounting relationship. Our independent financial advisors cover investments, pensions, personal and corporate insurance, 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 prices wherever possible, avoiding unnecessary expenses 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 goes 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.
Wealth Management
Elsby Wealth Management (EWM) provides intelligent wealth management solutions to small business owners and individuals across Northamptonshire, including Northampton, Rushden, Bedford, Corby, Daventry, Desborough, Kettering and Wellingborough 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.
Visit our new Wealth Management website for more details.
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 the Bank of New York Mellon and Legal and General Investment Management. Andy holds the Investment Management Certificate (IMC), passed CFA levels 1 and 2 (Chartered Financial Analyst), and has the Cii DipFS.
Elsby Wealth Management is a trading name of Financial Solutions Group Limited. Clients are comfortable knowing that Elsby Wealth sits under the umbrella of Financial Solutions Group, which currently holds 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
