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Essential Wealth

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Supporting the Bliss charity in 2019  

1st February 2019

Supporting the Bliss charity in 2019  

Supporting the Bliss charity in 2019   The Essential Wealth Management chosen charity for 2019 is the Bliss charity. Bliss’ vision is that every baby born premature or sick in the UK, has the best chance of survival and quality of life.    The Essential Wealth team have signed up to complete a Tough Mudder event on…

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The 2018 Personal Finance Society Awards

23rd October 2018

The 2018 Personal Finance Society Awards

Hannah has reached the final stages of the ‘Paraplanner of the Year 2018’ Personal Finance Society (PFS) awards. Hannah was shortlisted based on the service she provides to clients and her qualification achievements. The shortlisted Paraplanner’s completed a written case study which was independently judged and following this, Hannah is one of just three finalists. 

Sonia Wheeler talks technology and tips for young female advisers

15th October 2018

Sonia Wheeler talks technology and tips for young female advisers

‘The Modern Adviser’ interviews MD Sonia Wheeler about women in Financial Services https://medium.com/the-modern-adviser/women-in-financial-advice-series-sonia-wheeler-talks-technology-and-tips-for-young-female-advisers-1514a2729630  

The inaugural Women in Financial Advice 2018 awards

11th October 2018

The inaugural Women in Financial Advice 2018 awards

We are delighted that Sonia won the South East category of ‘Financial Adviser of the Year’ and was highly commended for the overall ‘Financial Adviser of the Year’ category at the Women in Financial Advice Awards on 10th October 2018. There were over 800 nominees and we feel honoured to be part of celebrating and…

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How could a ‘no deal’ Brexit affect your Omnis portfolio?

24th September 2018

There has been plenty of speculation lately about the impact of a ‘no deal’ Brexit on the UK economy. Just last week, Bank of England Governor Mark Carney warned ministers that house prices might fall, and the government published another round of planning papers outlining what companies and individuals need to do if the UK…

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Financial advice for clients’ in later life 

21st September 2018

Financial advice for clients’ in later life 

Chartered Financial Planner, Marc Sullivan, is an Associate Member of the Society of Later Life Advisers (SOLLA). SOLLA helps individuals and their families finding trusted accredited financial advisers who understand financial needs in later life. Marc has over 10 years’ experience in Financial Services and provides full financial planning advice.

‘Paraplanner of the Year 2018’ shortlist

29th August 2018

‘Paraplanner of the Year 2018’ shortlist

We are proud to confirm that Hannah has been shortlisted for ‘Paraplanner of the Year 2018’ by the Personal Finance Society (PFS). This is a huge achievement given the thousands of Paraplanners in the UK.

Financial Planning in divorce, dissolution and separation

10th August 2018

If you are going through a divorce, or someone you care about is going through divorce, our information sheet explains about how we can help you. Information sheet: Financial Planning in divorce, dissolution and separation

Women in Financial Advice awards 2018

8th August 2018

Women in Financial Advice awards 2018

We are honoured that Sonia has been shortlisted as ‘Role Model of the Year’ in the Women in Financial Advice Awards 2018 as well as ‘Mentor of the Year’ and ‘Financial Adviser of the Year’ which is split by regions. You can view the list of finalists at Women in Financial Advice 2018 finalists. We will know the results…

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Managing Director, Sonia Wheeler, discusses the assessment of attitude to investment risk with Hope William-Smith at Money Marketing

16th July 2018

Managing Director, Sonia Wheeler, discusses the assessment of attitude to investment risk with Hope William-Smith at Money Marketing
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  • About Us
    • About Us
    • What we do
    • Our Team
    • Testimonials
    • Associated Professionals
  • How we help you
    • Our four stage process
    • The stages of financial life
    • The value that we add
    • Lifestyle Guidance
  • Our services
    • Your Financial Book
    • Chartered Financial Advice
    • Our ongoing services
    • Essential Wealth Management Service
    • Essential Wealth Portfolio service
    • View your investments
  • News & Info
    • News
    • Awards and Accolades
    • Blog
    • Our Brochure
    • Tax Tables
    • Budget Bulletin 2018
    • Stamp Duty Calculator
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    • Market Update
  • Contact Us
    • Contact Us
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    • Enquiry Form
  • Client Log In

Looking to the Future

With effective planning and support, we can help you achieve your long-term financial goals.

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Your Financial Book

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

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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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Why do you Need Us

Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.

Chartered Financial Advice

The need for financial solutions impacts all areas of financial advice

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Associated Professionals

In order to ensure we provide our clients with the highest quality and breadth of service, we have a tried and tested team of associated professionals with specific fields of expertise.

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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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Core Values

We offer clarity, common sense and total reliability, combined with financial flair.

Relationships

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

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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: enquiries@essential-wealth.co.uk

Essential Wealth Management is a trading style of Essential Wealth Management and Advice Ltd, registered in England Number 4020006. Registered Office: 1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP. Essential Wealth Management and Advice Ltd is an appointed representative of Openwork Ltd, 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.

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