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AN ORGANISATION which began offering a level of wealth management normally only experienced by clients with multi-million pound portfolios to firms across Northamptonshire and Milton Keynes a year ago is already managing £28 million of assets for its customers.
Elsby Wealth Management started trading last May and is the brainchild of the award-winning regional accountancy practice Elsby & Co.
Bringing together experts in wealth management, estate planning, mortgages and insurance, the firm is a one-stop shop offering clients a joined-up approach to managing their finances.
Head of wealth Andy Kennedy pictured left, who has worked in financial services since 2008 and held key positions at major firms in the City of London, said: “Most clients will only receive this kind of wealth management if they have a multi-million pound portfolio and are with a big banking and wealth management group in the City.
“We’ve been there and worked for those clients and we feel there’s no reason that anyone shouldn’t be able to access that service at any level of wealth.
“We’re bringing bigger institutional wealth management to clients who wouldn’t normally get the chance to access it and that’s fairly unique.
“We’re helping clients to reduce their income tax bills, giving them a stable platform to build their business on and working with them on their wealth, mortgages, insurance, wills and powers of attorney.
“Clients’ lives are changing dramatically because of what we’re doing.”
The business’ wealth side is mainly focused on working with accumulating business owners because it has good links with corporate finance, commercial lending and Small Self-Administered Schemes (SASS).
With the backing of leading wealth performance management firm Prydis, it can also offer clients access to a professional adviser remotely if they want a lower cost option or a one-off piece of work completing.
Key to Elsby Wealth Management’s success is head of mortgages and insurance Victoria Todd who had worked in the City since 2006 until she joined the firm four months ago.
Victoria pictured right said: “As soon as the mortgage process starts and the requests come in for various documentation things slow down which can mean clients miss out on properties.
“Here, everything’s in-house so I can go to a client’s account manager and have the paperwork mortgage lenders need in as little as 10 minutes.
“In the past clients thought they’d be okay arranging a mortgage themselves, but it’s never been as vital as it is now to get professional support to ensure you get the right product.”
For more information visit www.elsbyandco.co.uk/services/financial-advice-wealth-management/