Our Team

Looking to the Future

With effective planning and support, we can help you achieve your long-term financial goals.


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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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All staff are hand-picked, trained and qualified to become experienced industry professionals and each member of the team receives ongoing support and training. We only employ smart and motivated people who are fully committed to our principles

Essential Wealth Management is deeply committed to continuous improvement. In order to offer top quality service to our clients, we invest heavily in staff development and training. We keep abreast of sector developments through attending specialist conferences.

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 name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

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