Financial services

We help you to look forward whilst you enjoy the things that matter to you. By listening carefully and investing time to truly understand your needs we go beyond crunching numbers to deliver valuable, forward-thinking advice and exceptional service.

From savings and investments to managing your retirement, whatever your needs now and in the future, we are here for you. Elsby and Co Financial Planning Ltd* has qualified and experienced people to help you plan and prepare for whatever happens next.

From our first meeting, and in every conversation, we look for ways and options available to you to support your personal life and work.

Below are just some of the services that we can help you with.

  • Savings and Investments
  • Insurance/Protection Planning
  • Pensions and planning for retirement
  • Estate and Inheritance Tax Planning
  • Business and Director Financial Planning
  • Employee Benefits

To find out about any of these services or if you just have a question then get in touch. We are always happy to help.

Rupinder profile image

Introducing Rupinder Bhamra

During my early years at school I have always had a passion for numbers and formulas, therefore I always loved Maths and Physics. This passion for numbers continued into my time at University in Bristol, where I completed a Maths and Statistics degree.

This provided a good foundation for my professional career in financial services, which included positions such as managing an Investment Centre in Leeds for Merrill Lynch HSBC, an OEIC and Unit Trust dealer for HSBC, a Financial Adviser with a number of High Street Banks as well as with Prudential, and finally in my current position as an Independent Financial Adviser.

Outside of work, I have a passion for cars and motorbikes. Where I have previously restored cars to their previous glory and enjoying the fruits of my labour by driving them around before moving on to my next project.

*Elsby and Co Financial Planning Ltd is an appointed representative of Greyfriars Asset Management LLP which is authorised and regulated by the Financial Conduct Authority.