How we help people like you – areas of advice
With effective planning and support, we can help you achieve your long-term financial goals.
Protecting wealth: Protecting you and your family’s standard of living against the unexpected.
Creating wealth: Making the most of tax-efficient* investment opportunities so that money is available when you want to spend it.
Managing wealth: Ensuring you maximise your standard of living when you don’t want to work so hard.
Retaining wealth: Retaining more of your hard-earned money legally and ethically.
Preserving wealth: Preserving the value of your estate for the benefit of your family.
*HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
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. 2plan wealth management Ltd 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 Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
