What we do

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