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
Heritage Estate Planning was established in 2017 and their mission is to delight you with a bespoke will writing and lifetime planning service.
Heritage Estate Planning are a small, experienced team based in West Berkshire and provide their service over Teams, Zoom or in person. They work in partnership with other professionals to ensure clients receive holistic advice. Consultation meetings are at no cost to you.
Quality of advice is paramount and they are full members of the Institute of Professional Advisers, with all legal documents drafted in-house by a STEP qualified practitioner. You can read what others have had to say about their service from their exceptional google reviews if you search ‘Heritage Estate Planning’.
The products and services promoted here are not part of the Openwork Partnership’s offering. The Openwork Partnership accept no responsibility for this aspect of our business. These products and services are not regulated by the Financial Conduct Authority.
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.
Approved by the Openwork Partnership on 18.04.2024
