Essential Wealth has supported and guided me over the last 25 years and the advice has always been clear and sound, delivered with diligent analysis of risk; decisions have been backed by prompt action and support from the whole team.
Mr R Matthews
The reason I have been happy to instruct Essential Wealth to handle my financial planning toward my retirement is they have always provided a very relaxed, friendly and un-pushy approach, while at the same time providing a very professional service. As an example, Marc travelled to my home for a meeting when I was recovering from my accident last year. Marc has answered all of my questions and enquiries promptly and in enough detail that I understand them, plus anytime we have had a meeting either face-to-face or over the phone Marc has provided accurate detailed minutes of the meeting without delay. The detailed notes and figures in my financial plan have been perfect in understanding my financial position and retirement plan. In nearly 30 years, Essential Wealth are the first financial adviser that I am happy and confident in to discuss my financial situation and plan for my retirement.
Mr P Bice
For many years now the team at Essential Wealth have done an outstanding job of keeping our financial affairs in order, prompting a rebalancing of all our financial holdings to suit changes in our circumstances.
Mr and Mrs P O’Sullivan
From my experience, Essential Wealth is a highly professional organisation which gives good advice. I commend them.
Lord A P Leitch
We have been clients at Essential Wealth for five years now and have found the advice and overall service to be excellent. We now have a much more organised and forward looking approach to our finances and estate planning and Essential Wealth have challenged us effectively in this regard.
Mr and Mrs S Vincent
My wife, Susan, and I have been seeking and taking financial planning advice from Essential Wealth since 1984 and at that time we had no financial or pension plans in place. Nearly 30 years on, having had the benefit of receiving excellent, solid and sound financial planning, investment and pension advice from Essential Wealth, my wife and I are now enjoying our retirement years in financial comfort.
Mr and Mrs A Hope
I have been a client at Essential Wealth since March 2012 and my only regret is that I had not been introduced to the team earlier! I am in the capable hands of Marc who is professional, efficient and knowledgeable in all financial matters and most of all extremely patient. All questions / queries are responded to promptly with clear, precise answers. I certainly feel that Marc has my best interests at heart in helping me reach my goal of hopefully a sound and secure retirement. Marc is a pleasure to work with and I look forward to many more years under his careful guidance of my finances.
Miss A Twomey
Without explanation and guidance I would have played my hunches rather than remember that as we get older intelligent risk profiling is increasingly important; management of funds, even a very modest portfolio, requires expert handling. Sonia has persuaded me to stick to the rules and continues to offer advice that gives peace of mind.
Mr A Joseph
With a new job and an inheritance, we needed some professional financial advice. Having been recommended to Essential Wealth Management by a friend, we found that the team provided all that we needed. Following a thorough financial review, and taking the time to understand what we needed, Sonia was able to lay out a series of options and recommendations. Sonia backed these up with enough, but not too much, detail. We felt able to make our investment choices with confidence. Through regular meetings Sonia has guided us over the past fifteen years, adjusting our portfolio as new options became available and old ones were closed. Sonia has helped ensure our money works hard for us. We now move towards retirement with a detailed, funded plan that will provide us with the goals we set 15 years ago.
Mr N Pye
We have been clients of Essential Wealth for at least 12 years now. We have enjoyed consistently sound advice which has seen our investments grow nicely. In the last three years we have been under Sonia’s “care” and we have continued to enhance our investment portfolio. She has a wealth of knowledge around financial planning. Sonia is a clear communicator; patient and meticulous when explaining the detail of seemingly complicated investment schemes. Overall, she is a pleasure to work with and we look forward to our continued association with her.
Mr and Mrs M C Emes
Another year has passed with Sonia at the helm organising my finances in the most advantageous way – I am always so grateful that she is so alert to everything and making sure I am in the best possible financial position – I always recommend her to anyone who needs financial help and am not surprised at the success she achieves.
Mrs B Morris
My 60th birthday was a watershed in my career as I started my own sheep farming business on leased grassland. At that time my personal financial affairs were managed but I was unhappy with the delivery. Helen Newport, then MD of Essential, took over my portfolio. Now 12 years later, my confidence in Essential Wealth to structure my financial affairs has been very marked. I am now in my 72nd year, still sheep farming, and happy in the knowledge that my finances are sound and that my executors are able to relax at the day of reckoning with a biblical portfolio covering all aspects of my business and personal affairs. When and if I retire, the well managed financial package will allow me to sustain a good standard of living and old age care if required.
Mr E A Sclater
As someone who qualified as an Actuary while working in the financial services industry, I always liked to think that I really knew my way around and my finances were in good shape. I did though recognise that there were areas where my training or experience was insufficient, and sought help in the past from Helen Newport, one of the few what were then called “Associates” that I rated. Sonia has been thoroughly trained by Helen and has stepped in as Helen takes a back seat, and I have to say I have been very impressed with her thoroughness and clarity, as well as her up to date knowledge of regulations etc. We have a few interesting “discussions”, and she has always proven to have properly (and correctly!) thought out strategies or actions. Very impressive!
Mr N J Sharman
Efficient, professional and welcoming……what more could a person wish for…….
Miss G Read
I suspect I was one of Helen’s earlier clients and am very grateful over more than 30 years for a friendly and positive relationship, which I know will continue with succession put in place for Sonia and an ever stronger team.
Mr F H M Poole
I first became associated in the late eighties. At that time I had extensive savings and investments from my years working in the oil industry in different parts of the world, but substantial amounts of the above were still in cash. My adviser was Helen Newport who has since retired. Helen and the team carefully reorganised and restructured my assets so that I now have a well-balanced portfolio. Over the years they have seen me through the fluctuations of the world economy. Now that I am retired I am able to draw a tax efficient income. Sonia and Hannah contact me regularly with news and advice.
Many thanks to the Essential Wealth team for their excellent service.
Mr P Wallbank
Over 30 years ago I put my financial affairs in the very capable hands of Helen Newport and have always felt she looked after my interests with the utmost care, skill and attention. By the time Helen decided to take things a little easier she had introduced Sonia into her business and through her own great ability she has managed to carry on the fine work I have come to rely on. I have no doubt that Helen has made sure that my affairs are still in very capable hands and would like to thank them both for all the fine work they have done for me and also other members of my family in the past and feel confident that Sonia will continue to do so in the future.
Mr L Page