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.

Associated Professionals

In order to ensure we provide our clients with the highest quality and breadth of service, we have a tried and tested team of associated professionals with specific fields of expertise.


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Why do you Need Us

Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.


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.

In February 2015 we were awarded Corporate Chartered Status issued by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners.

Our offices are near Newbury in Berkshire and in Central London within the stunning 110 Bishopsgate, originally Heron Tower.

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.