All staff are hand-picked, trained and qualified to become experienced industry professionals and each member of the team receives ongoing support and training. We only employ smart and motivated people who are fully committed to our principles
Essential Wealth Management is deeply committed to continuous improvement. In order to offer top quality service to our clients, we invest heavily in staff development and training. We keep abreast of sector developments through attending specialist conferences.
Sonia Wheeler BA (Hons) FPFS
Chartered Financial Planner
Sonia is passionate about financial planning and building financial plans for private clients, combining Chartered Financial Advice with bespoke Wealth Management to help achieve clients’ objectives and goals. Sonia is well regarded amongst her peers as a holistic financial planner.
Having entered the Financial Services sector in 2003, Sonia joined Essential Wealth in 2006, became Managing Director in 2012 and subsequently purchased the business from founder Helen Newport. Sonia is a Fellow member of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute. Sonia divides her time between our Newbury and London offices.
In November 2016 Sonia achieved ‘Best Female Wealth Adviser – UK’ awarded by Corporate Vision Magazine and in 2015 was ranked 3rd by Financial Times Adviser who complied a league of the top UK female financial planners.
Sonia enjoys travel and is a keen equestrian, competing in dressage. Sonia has taken part in a variety of cycling events raising money for charity. Her most recent challenge was the 100 mile Prudential RideLondon in July 2017.
Marc Sullivan BA(Hons) FPFS
Chartered Financial Planner
Marc joined Essential Wealth in May 2015 and in his early career completed our Graduate Trainee Programme after achieving his Business degree. Marc has attained the Advanced Diploma in Financial Planning, achieving Chartered status, and is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute.
Marc has nine years’ experience in Financial Services and in addition to a passion for financial planning, brings with him extensive knowledge and technical experience.
Marc is a keen footballer, supporting Reading FC and regularly playing for a local team, Kintbury Rangers. Marc also likes to run and has completed his first half marathon raising money for The Openwork Foundation.
Hannah Turley DipPFS
Hannah joined Essential Wealth in 2011 and has progressed within the company to a Client Manager.
Hannah attained the Certificate in Financial Planning in 2013 and the Diploma in Regulated Financial Planning in 2014 and is only one advanced exam away from achieving Chartered status. In November 2016 Hannah reached the final stages of the ‘Paraplanner of the Year‘ awards, being one of just 8 finalists to reach the final stages based on her work with clients and her professional development.
Attention to detail is one of Hannah’s main strengths and she is dedicated to providing unrivalled service. Hannah enjoys building relationships with the clients she manages.
Hannah is a keen swimmer and runner and has completed a variety of running events for charity.
Gemma Cooper Cert.ICSA
Gemma joined the team in February 2016. Gemma assists Sonia on a day to day basis to ensures the smooth running of our offices and the administration for Propel Accountancy Ltd, our Associated Professional based within the same Newbury offices as Essential Wealth. Essential Wealth Associated Professionals
Gemma is passionate about organisation, efficiency and attention to detail. Gemma holds the Cert.ICSA (Company Secretarial Practice and Share Registration Practice) qualification and has valuable experience working within professional services.
Gemma enjoys travel and spending time being in the countryside with her horses and dog. Gemma is keen on fitness and completed a Tough Mudder in August 2016 for The Openwork Foundation.