We offer boutique wealth management services to private clients. We combine Chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances.
Our mission is to guide you through your financial life, providing you with a complete and comprehensive wealth management service – to put you in control of your future.
Essential Wealth Management is led by Managing Director and Chartered Financial Planner Sonia Wheeler. Our Financial Planners are Chartered and are supported by a team of highly qualified and experienced individuals.
We believe that planning is the key to providing clients with the clients with effective financial advice.
In February 2015 we were awarded Corporate Chartered Status issued by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners.
Our offices are near Newbury in Berkshire and in Central London within the stunning 110 Bishopsgate, originally Heron Tower.