Planning for life
With effective planning and support, we can help you achieve your long-term financial goals
About Essential Wealth
We offer boutique wealth management services to private clients.
CONTACT US TODAY TO FIND OUT MORE
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.

Why do you need us?

Acting as your financial advocate, we help you realise your life goals, giving you peace of mind.

We are totally committed to the concept of ‘client first’ and it affects everything we do, every day.

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Client 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

Essential Wealth was recommended to us when we were planning our future finances particularly working through the complexities of pensions. What we liked from the start was Sonia took the time to really understand our objectives and long term goals before she did anything else. We truly believe this is what stands Essential Wealth out from others – they care about the outcome, are thorough in their approach and always one step ahead in terms of what is needed. If you want to ensure you have the peace of mind that you have taken care of your planning for life, we cannot recommend them highly enough.

Mr & Mrs Page-Champion
Chartered Financial Planners
Essential Wealth holds the prestigious Chartered Financial Planners designation. You can learn about what it means to hold corporate Chartered Status in this short video.
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Essental Wealth Charity Support

Since 2006 we are proud to have raised over £50,000 for charity, supporting a wide range of charities over recent years including The Children’s Society, Bliss, Medical Aid Films and YoungMinds, who we supported in 2021.

Our support pledge for 2022

This year we will be supporting The Openwork Foundation. The Foundation delivers grants, fundraising and volunteer programmes which help vulnerable people in our communities across the UK and overseas.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]

Essential Wealth Management is a trading style of Essential Wealth Management and Advice Ltd, registered in England Number 04020006. Registered Office: 1-2 Great Farm Barns, West Woodhay Newbury, Berkshire, RG20 0BP. Essential Wealth Management and Advice Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.

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