We were delighted to welcome Georgina to our team and now that she has been with us for a few months, we asked her to share her views about her role and about working with Essential Wealth Management. What attracted you to the position of Executive Assistant at EWM? The person specification immediately appealed to…
Market update for September 2019
September saw further drama for UK politics with Boris Johnson’s five-week suspension of Parliament deemed unlawful by the Supreme Court. Judges unanimously upheld an earlier decision by Scotland’s highest civil court. This means Parliament will be meeting during the Conservative Party conference, following another lost vote for a temporary suspension. In terms of global stock…
Team challenge for the Bliss charity on 27th September
We will be closing our offices this coming Friday, 27th September, because the Essential Wealth team are all walking 20 miles along the South West coastal path for the Bliss charity. We are delighted to have reached our target of £1,500 and because we are matching all donations, that’s over £3,000 currently raised for Bliss,…
Essential Wealth Management celebrates 40th anniversary
In 1979, the year in which Margaret Thatcher became Britain’s first female prime minister, Helen Newport started her career as a financial planning consultant and started, what is now, Essential Wealth Management. At that time, inflation stood at 17%, the average house price was £13,650 and £1 would buy you 4.5 litres of petrol, 10…
The beginnings of Essential Wealth Management, 1979, Helen Newport
Helen Newport, Founder of Essential Wealth Management. I returned from Switzerland after fourteen years away and needed a job. A tiny advertisement that said a company was looking for salespeople in Newbury caught my eye. I was born there in 1944 and I still had relatives living in the area. My interview was with a…
Market updates for August 2019
August is usually a quiet time for politics, but not this year! Britain’s new Prime Minister, Boris Johnson, set in motion the suspension of the UK Parliament – which means MPs have much less time to debate the process of the UK leaving the European Union. Parliament is to be suspended for five weeks ahead…
Practical ideas for downsizing
Are you rattling round a large house because your children have grown up and flown the nest? Or perhaps you’ve found a lovely little property in a part of the country you’ve always wanted to live? Whatever your reason for downsizing, we’ve got some practical steps to help you make the most of the move……
The Office of Tax Simplification’s review of UK inheritance tax
The government asked the Office of Tax Simplification (OTS) to review the inheritance tax system and make recommendations on how it can be simplified. Last month the OTS published its report and we caught up with Nick Mendoza, Senior Associate of Howard Kennedy LLP, who explained about the report, the current inheritance tax system and…
Market updates for July 2019
Boris Johnson became the leader of the Conservative party and moved into “No. 10” as our latest Prime Minister. His priority being for the UK to leave the European Union on 31 October 2019, with a “no deal” exit firmly back on the table. This caused the pound to fall to a 2-year low against…
Sonia wins the South East region of Female Financial Adviser of the year
The annual Professional Adviser Women in Financial Advice awards took place at the Hilton Bankside in July and Sonia was honoured to have wont the South East region of Financial Adviser of the Year. The judges comments were that “Sonia is entrepreneurial, dedicated to helping other women in financial services and focused”.
