About us

We offer boutique wealth management services to private clients. We combine Chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances.

Your Financial Book

Your Financial Book is made up of your audit and financial plan

Find out more

Continuous support

We will be there for you when you need us with day-to-day issues and your financial administration will be managed proactively by your Client Manager

Find out more

Our mission is to guide you through your financial life, providing you with a complete and comprehensive wealth management service – to put you in control of your future.

Essential Wealth Management is led by Managing Director and Chartered Financial Planner Sonia Wheeler. Our Financial Planners are Chartered and are supported by a team of highly qualified and experienced individuals.

We believe that planning is the key to providing clients with effective financial advice.

Our offices are near Newbury in Berkshire. We also have satellite London offices, based in the City and the West End.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
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.

Approved by the Openwork Partnership on 18.04.2024