The value that we add*

We understand that our clients expect us to provide access to leading-edge investment and insurance solutions. What is different, are the additional ways that our clients tell us we add value to them. For example:

Relationships

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


Your Financial Book

Your Financial Book is made up of your audit and financial plan


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1. When assessing your current world

  • Using your existing provisions first before considering starting a new plan

  • Reassuring you that you aren’t unnecessarily taking too much risk with your current assets

  • Helping you to not miss out on getting money back that might be owed (e.g. tax relief on pension and retirement planning)

  • Checking how any personal changes in income or capital wealth may impact your current provisions or tax situation

2. When implementing your recommendations

  • Placing your assets in the right name, ownership and tax wrapper so that you legally and ethically ensure your arrangements are tax efficient

3. When reviewing you and your plans

  • Reminding you not to miss out on valuable allowances which, once gone, are gone forever (e.g. ISAs)

  • Rebalancing your assets, so that with the level of risk you are comfortable taking, you do not miss out on potentially better returns

  • Explaining in simple terms how the UK Government Budget announcements impact you with regards to income, capital or inheritance tax changes

*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 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.