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.

*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.