Combining Chartered financial advice, extensive research and intelligent guidance, we prepare a financial plan tailored to your circumstances and provide a complete ongoing service, helping you achieve your lifetime goals and associated financial goals.
We believe that planning is the key to providing clients with the clients with effective financial advice.
Your guide & advocate – our aim is to guide and support you through life’s journey, providing excellent timely advice with tact and discretion. We do this from a position of understanding who you are, what your financial goals are and knowing how to help you achieve them.
Leading edge yet proven thinking – we aim to stay ahead of the game, spotting trends and responding appropriately. Applying intelligent, robust, and innovative thinking to challenges, we come up with the optimum solutions. Sometimes they are simple, other times more complex, but always with your best interest at heart.
Our service – you have a dedicated and trained Financial Planner who will co-ordinate your financial affairs, liaise with your other professional advisers (e.g. lawyer, accountant, HR manager), and create an effective team working on your behalf. Your Financial Planner is supported by a dedicated Client Manager. They take care of your day to day financial administration and record keeping, and are available for any questions and queries.
The Essential Wealth promise
- We will make the complicated simple
- We only use plain English, no jargon
- We will be your financial advocate, your first point of contact for anything financial, and the coordinator of your financial affairs
- We will act on your behalf liaising with your other professional advisers
- The telephone will always be answered by a real person