Awards and Accolades

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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2plan conference and 'Rising Star' award
February 16th, 2026
2plan conference and 'Rising Star' award
Many reading will recall our move to 2plan, in 2024, to provide independent financial...
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Newbury Weekly News Best in Business Awards 2026
February 16th, 2026
Newbury Weekly News Best in Business Awards 2026
We are delighted to have been shortlisted for the Best Professional Services category...
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Natasha reaches final stages at Women in Financial Advice awards
August 6th, 2021
Natasha reaches final stages at Women in Financial Advice awards
We are proud to share that Natasha has been shortlisted as a finalist for 'Paraplanner...
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Global Business Insight awards 2021
July 23rd, 2021
Global Business Insight awards 2021
We are delighted to have won 'Most Outstanding Investment Advisory - South East...
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Women in Financial Advice awards
June 2nd, 2021
Women in Financial Advice awards
We are delighted to share that Natasha has been nominated in the 2021 Women in...
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Hannah and Natasha are finalists in the New Talent Awards
September 16th, 2020
Hannah and Natasha are finalists in the New Talent Awards
We are excited to share that Hannah and Natasha have been shortlisted as finalists in...
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Wealth & Money Management awards 2019
August 20th, 2019
Wealth & Money Management awards 2019
We are proud to have been awarded 'Most Innovative Boutique Financial Planning Firm -...
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Sonia wins the South East region of Female Financial Adviser of the year
July 22nd, 2019
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...
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'Team of the Year' in the Professional Paraplanner awards 2019
June 13th, 2019
'Team of the Year' in the Professional Paraplanner awards 2019
We are excited to share that the Essential Wealth team have won 'Team of the Year' in...
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The 2018 Personal Finance Society Awards
October 22nd, 2018
The 2018 Personal Finance Society Awards
Hannah reached the final stages of the 'Paraplanner of the Year 2018' Personal Finance...
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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 Essential Wealth Management and Advice Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Essential Wealth Management and Advice Ltd is entered on the FCA register (www.FCA.org.uk) under no. 518528. Registered office: 1-2 Great Farm Barns, West Woodhay,Newbury, Berkshire RG20 0BP. Registered in England and Wales Number: 04020006.

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.

Approved by 2plan wealth management Ltd on 20/05/2025

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