The stages of financial life

How we help people like you – areas of advice

Chartered Financial Advice

The need for financial solutions impacts all areas of financial advice

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The value that we add

Our differentiator is the additional ways our clients tell us we add value to them

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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
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