How we help people like you – areas of advice
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
Nearly all our clients are referred by existing clients, a testament to our service.
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. 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.
