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.
With effective planning and support, we can help you achieve your long-term financial goals.
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
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 will have a dedicated 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 team.
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 name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It 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 information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
