Essential planning for life
We combine Chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances and provide a complete ongoing wealth management service.
Testimonials
“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
“From my experience, Essential Wealth is a highly professional organisation which gives good advice. I commend them.”
Lord A P Leitch
“”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
“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
Chartered Financial Planners
Essential Wealth holds the prestigious Chartered Financial Planners designation.
Essential Wealth charity support
We are proud to have raised and donated over £35,000 for charity since 2006. We are currently supporting the Bliss charity which was chosen by one of our clients. Bliss provides much needed support to families with babies born very unwell or prematurely. You can read more about our chosen charity at www.bliss.org.uk
