We undertake extensive research into your existing financial position and prepare an audit of your affairs. Combining our research with intelligent guidance and chartered financial advice, we prepare a financial plan bespoke to your situation, taking into account all your financial matters.
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
Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
We provide a complete ongoing service. Your financial audit will be kept updated and your financial plan will evolve as your circumstances change. We believe that planning is the key to achieving lifetime goals, and associated financial goals, and to providing effective financial advice.
Your guide & advocate – our aim is to guide and support you through life’s journey, providing excellent timely advice with tact and discretion. We do this from a position of understanding who you are, what your financial goals are and knowing how to help you achieve them.
Leading edge yet proven thinking – we aim to stay ahead of the game, spotting trends and responding appropriately. Applying intelligent, robust, and innovative thinking to challenges, we come up with the optimum solutions. Sometimes they are simple, other times more complex, but always with your best interest at heart.
Our service – you have a dedicated and trained chartered financial planner who will co-ordinate your financial affairs, liaise with your other professional advisers (e.g. lawyer, accountant, HR manager), and create an effective team working on your behalf.
You can read more about our Financial Planners Sonia Wheeler and Marc Sullivan.
The Essential Wealth promise
We will make the complicated simple
We only use plain English, no jargon
We will be your financial advocate, your first point of contact for anything financial, and the coordinator of your financial affairs
We will act on your behalf liaising with your other professional advisers
The telephone will always be answered by a real person
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
