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.
Lifestyle Financial Planning Accountants
We believe that a long-term holistic approach to managing your finances and aligning your financial strategies with your personal goals will provide the results you seek. Our lifestyle financial planning goes beyond traditional financial planning by focusing on what truly matters to you—be it achieving financial independence, securing a comfortable retirement, or supporting your family’s future.
What our clients say about us
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.
Lifestyle Financial Planning from Elsby Wealth Management
At Elsby Wealth Management, we believe that financial planning should be as unique as you are. By understanding your aspirations and challenges, we can craft a tailored plan that not only addresses your financial needs but also supports the lifestyle you are looking for. Our goal is to help you to make informed decisions that enhance your life.
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
