Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
We are extremely proud that Hannah has reached the final stages of the Paraplanner of the Year awards; she is one of just eight finalists.
The Professional Adviser awards seek to reward excellence and are highly regarded and this year there are more than 200 companies being considered for awards. Hannah has reached the finalist stage based on her work as a Client Manager (known as a Paraplanner in Financial Services) and her professional development. Hannah has just one Chartered exam left to take and on completion she will be one of the youngest in the country to have achieved Chartered status. Professional Adviser awards
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
