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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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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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Cazenove monthly market update - 6th September
September 9th, 2024
Cazenove monthly market update - 6th September
Markets quickly recover from growth scareGlobal equities rose an unremarkable 0.1% in...
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Brooks Macdonald Monthly Edit - August 2024
September 6th, 2024
Brooks Macdonald Monthly Edit - August 2024
Brooks Macdonald examine the markets daily, and their monthly update is a selection of...
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Georgina celebrates 5 years with Essential Wealth - 5th September 2024
September 5th, 2024
Georgina celebrates 5 years with Essential Wealth - 5th September 2024
Where would we be without Georgina Dormer?! Georgina joined us in 2019 and plays a...
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Omnis Investments market commentary - August 2024
September 5th, 2024
Omnis Investments market commentary - August 2024
Shares prices dip after some big tech companies miss earnings expectationsIt was a...
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Brooks Macdonald investment bulletin - 21st August 2024
August 21st, 2024
Brooks Macdonald investment bulletin - 21st August 2024
What has happened Markets took a pause for breath on Tuesday, capping the recent run...
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2plan client newsletter - 8th August 2024
August 8th, 2024
2plan client newsletter - 8th August 2024
We are delighted to share our first 2plan client newsletter, which highlights some hot...
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Changes at Essential Wealth Management
August 6th, 2024
Changes at Essential Wealth Management
We are delighted to share that we are now part of the 2plan wealth management network...
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Market commentary for July 2024
August 2nd, 2024
Market commentary for July 2024
Stock market have remained buoyant despite some signs of economic weakness in the US...
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Bank of England cuts interest rates - 1st August 2024
August 1st, 2024
Bank of England cuts interest rates - 1st August 2024
The Bank of England has cut interest rates today by a quarter-point to 5%, the first...
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A big announcement week for Rachel Reeves - 30th July 2024
July 30th, 2024
A big announcement week for Rachel Reeves - 30th July 2024
The UK Chancellor, Rachel Reeves, and the Treasury have announced some significant...
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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.