Andy Kennedy set up Elsby Wealth Management (EWM) in March 2022. Having spent 12 years working in Financial Services in Switzerland and London, Andy realised he wanted to live the financial advice he had been giving. So he moved to the Northamptonshire countryside with his family. This is the genesis of the company, living the advice we recommend.

Jeremy Heal joined in 2023 as co-director with Andy, bringing a wealth of strategic and management experience through his time in the army. He focuses on people, processes and the client journey to ensure that EWM continues delivering an impeccable level of service as we grow.

From day one, EWM has been about Lifestyle Financial Planning. Focusing on your objectives, we look for financial solutions to life’s problems. We believe in low-cost investment management for the core of clients’ portfolios and think that actively managed funds can add value in some market conditions. We disagree with product sales-linked financial advice.

To do this, EWM created a team with a mix of experience and backgrounds. Emma and Howard were brought in with a wealth of experience in the customer journey (Emma), Financial Planning (Howard), and Financial Services at large. Lewis was then brought in to focus on technical, mathematical work as a recent graduate with a 1st in economics.

This small team is agile and enthusiastic, with a foundation of knowledge to assist you.

We established ourselves alongside Elsby & Co accountants who have 30 years of experience working in Northamptonshire. We share offices and resources but are entirely independent and impartial.

We are also part of a larger group called Prydis, trading as the Financial Solutions Group (FSG). We operate as a trading name of them rather than as an independent company for regulatory reasons. FSG is an independent financial advisory firm managing over £1bn of client assets with a tech-enabled high-growth business model and a young executive team.

We are constantly learning from each other, our professional bodies, and from you.

This is just the beginning. We look forward to sharing our journey with you.