New division is trusted to manage £28m worth of assets in its first year

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, who has worked in financial services since 2008 and held key positions at major firms in the City of London, says: “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 have been there and worked for those clients and we feel there is no reason that anyone should not be able to access that service at any level of wealth.

“We are bringing bigger institutional wealth management to clients who would not normally get the chance to access it.”

Elsby Wealth Management is helping clients to reduce their income tax bills, giving them a stable platform on which to build their business and working with them on their wealth, mortgages, insurance, wills and powers of attorney.

“Clients’ lives are changing dramatically because of what we are doing,” says Mr Kennedy.

The wealth side of the business is mainly focused on working with accumulating business owners because it has good links with corporate finance, commercial lending and Small Self-Administered

Griffiths Air Conditioning

Keep your cool: Specialist engineers are on air con alert for businesses

Schemes. 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.

“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,” she says. “Here, everything is inhouse so I can go to a client’s account manager and have the paperwork mortgage lenders need in as little as ten minutes.

“In the past clients thought they would be OK arranging a mortgage themselves but it has never been as vital as it is now to get professional support to ensure you get the right product.”

Griffiths Air Conditioning, based in Burton Latimer, are ready to respond to the increase in demand for new air conditioning systems and any issues with existing installations, as the warmer weather arrives.

Working closely with the world’s most popular air conditioning manufacturer, Daikin, Griffiths offers a wide range of cooling, heating and ventilation options to suit any commercial requirement. These high-specification, energy-efficient solutions will provide optimum comfort in any commercial building and in all weather conditions.

To meet current legislation and reduce the environmental impact of air conditioning, Daikin have introduced the nextgeneration refrigeration gas R32. Its benefits are lower global warming potential, superior energy efficiency and a smaller refrigerant charge needed.

Griffiths are using R32 systems wherever possible in order to pass on these end user benefits.

Griffiths are Daikin

D1+ Approved Installers and their experienced installation and maintenance teams are all fully trained on the wide range of Daikin products. With ever increasing regulation on energy efficiency and controls relating to refrigerant gas to reduce global warming, Daikin are constantly updating their products to stay ahead of the game.

Meanwhile, Griffiths are matching these state-of-theart products to the needs of their customers, making sure they have the best solution for any given situation.

As Griffiths are also installers of the full range of building engineering services, any complimentary ductwork or electrical requirements can also be undertaken to provide a onestop shop for any project.