Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
With effective planning and support, we can help you achieve your long-term financial goals.
We are totally committed to the concept of ‘client first’ and it affects everything we do, every day.
Your dedicated Chartered financial planner works in the role of mentor and this approach provides comprehensive financial management with total personal commitment to support you and your financial decisions.
Our aim is to provide the highest levels of professionalism and financial competence, delivered with discretion, integrity and confidentiality. This has led to many long standing and close relationships with our clients.
We like to keep complex things simple, so have a proven three stage process that we tailor to each and every new client. This is underpinned by a fourth step, our ongoing service, to help ensure we keep you and your plans on track.
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.
