Our four stage process

Continuous support

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

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Nearly all our clients are referred by existing clients, a testament to our service.

Acting as your financial advocate, we help you realise your life goals, giving you peace of mind.

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, providing financial coaching as and when you require it. This approach provides comprehensive financial management with total personal commitment to support you and your everyday 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 review to help ensure we keep you and your plans on track.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
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