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.
The need for financial solutions impacts all areas of financial advice
It is so reassuring to have all our finances in one place, under professional management and to know that either of us or our children have the necessary support in the case of unfortunate circumstances – we sleep a lot easier at night knowing this! Essential Wealth made an immediate positive impact, such as changes to our Wills and life/illness insurances.
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.
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.
The reason I have been happy to instruct Essential Wealth to handle my financial planning toward my retirement is they have always provided a very relaxed, friendly and un-pushy approach, while at the same time providing a very professional service. As an example, Marc travelled to my home for a meeting when I was recovering from my accident last year. Marc has answered all of my questions and enquiries promptly and in enough detail that I understand them, plus anytime we have had a meeting either face-to-face or over the phone Marc has provided accurate detailed minutes of the meeting without delay. The detailed notes and figures in my financial plan have been perfect in understanding my financial position and retirement plan. In nearly 30 years, Essential Wealth are the first financial adviser that I am happy and confident in to discuss my financial situation and plan for my retirement.
Maggie and I engaged Essential Wealth five years ago after a recommendation and have been delighted with the service. Like many; we had a number of investments; insurance policies and pensions that we thought we were managing; the fact that Sonia ‘found’ a pension that we’d lost track of I guess demonstrated that we weren’t quite on top of everything! I’m pleased to say that with the support of Sonia we’re now in a far better position; our financial affairs are in perfect order and we’ve planned for our retirement. We all have busy lives and it gives us great peace of mind.
For many years now the team at Essential Wealth have done an outstanding job of keeping our financial affairs in order, prompting a rebalancing of all our financial holdings to suit changes in our circumstances.
From my experience, Essential Wealth is a highly professional organisation which gives good advice. I commend them.
We have been clients at Essential Wealth for five years now and have found the advice and overall service to be excellent. We now have a much more organised and forward looking approach to our finances and estate planning and Essential Wealth have challenged us effectively in this regard.
Essential Wealth has grown into a very efficient and very personal financial advisory business. I have been well advised – my financial affairs in 2003 were chaotic – and importantly can rely on the team to provide vital information quickly. The annual brochure of my personal financial affairs is accurate and easily understood and amongst the reasons for my every confidence in Essential Wealth continuing to manage my portfolio. Over the last fifteen years, four new Essential Wealth clients were my suggestion.
My wife, Susan, and I have been seeking and taking financial planning advice from Essential Wealth since 1984 and at that time we had no financial or pension plans in place. Now, 35 years on, having had the benefit of receiving excellent, solid and sound financial planning, investment and pension advice from Essential Wealth, my wife and I are now enjoying our retirement years in financial comfort.
I have been a client at Essential Wealth since March 2012 and my only regret is that I had not been introduced to the team earlier! I am in the capable hands of Marc who is professional, efficient and knowledgeable in all financial matters and most of all extremely patient. All questions / queries are responded to promptly with clear, precise answers. I certainly feel that Marc has my best interests at heart in helping me reach my goal of hopefully a sound and secure retirement. Marc is a pleasure to work with and I look forward to many more years under his careful guidance of my finances.
With a new job and an inheritance, we needed some professional financial advice. Having been recommended to Essential Wealth Management by a friend, we found that the team provided all that we needed. Following a thorough financial review, and taking the time to understand what we needed, Sonia was able to lay out a series of options and recommendations. Sonia backed these up with enough, but not too much, detail. We felt able to make our investment choices with confidence. Through regular meetings Sonia has guided us over the past fifteen years, adjusting our portfolio as new options became available and old ones were closed. Sonia has helped ensure our money works hard for us. We now move towards retirement with a detailed, funded plan that will provide us with the goals we set 15 years ago.
We have been clients of Essential Wealth for at least 12 years now. We have enjoyed consistently sound advice which has seen our investments grow nicely. In the last three years we have been under Sonia’s “care” and we have continued to enhance our investment portfolio. She has a wealth of knowledge around financial planning. Sonia is a clear communicator; patient and meticulous when explaining the detail of seemingly complicated investment schemes. Overall, she is a pleasure to work with and we look forward to our continued association with her.
Myself and my wife have been clients of Sonia for over 6 years now and continue to be impressed by the advice and friendship she has given us. My own background is that I worked as a fully qualified actuary for 3 different insurance companies, before moving to become the global fixed income director for a major Investment House. As such, I felt well qualified to manage my own affairs for quite some time but decided to have a thorough review on a further career change. I chose to go to Sonia on recommendation from her predecessor, someone I had known professionally for quite some years, and who had trained Sonia right at the start of her career.
I was thoroughly delighted with the service she has given us and would recommend her to anyone. Her advice on pensions, investments, tax, structuring, and other personal issues has been outstanding, and we are much better off and financially secure than we would have been without her advice.
Another year has passed with Sonia at the helm organising my finances in the most advantageous way – I am always so grateful that she is so alert to everything and making sure I am in the best possible financial position – I always recommend her to anyone who needs financial help and am not surprised at the success she achieves.
The service is not free and cannot be free, but is well worth paying for because of the quality of advice and continuity, which in my case goes back over thirty years and can be expected to see both my time out and to offer comparable continuity with the next generation. Personal commitment and integrity are matched by expertise, substantiated by rigorous and regular professional examinations. A strong recommendation from a satisfied customer.
Efficient, professional and welcoming……what more could a person wish for…….
I first became associated in the late eighties. At that time I had extensive savings and investments from my years working in the oil industry in different parts of the world, but substantial amounts of the above were still in cash. My adviser was Helen Newport who has since retired. Helen and the team carefully reorganised and restructured my assets so that I now have a well-balanced portfolio. Over the years they have seen me through the fluctuations of the world economy. Now that I am retired I am able to draw a tax efficient income. Sonia and Hannah contact me regularly with news and advice. Many thanks to the Essential Wealth team for their excellent service.
Essential Wealth Management
1-2 Great Farm Barns
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.
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Approved by the Openwork Partnership on 13.10.2023