Awards and Accolades

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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Core Values

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


The inaugural Women in Financial Advice 2018 awards
October 11th, 2018
We are delighted that Sonia won the South East category of ‘Financial Adviser of the...
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'Paraplanner of the Year 2018' shortlist
August 29th, 2018
We are proud to confirm that Hannah has been shortlisted for 'Paraplanner of the Year...
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Women in Financial Advice awards 2018
August 8th, 2018
We are honoured that Sonia has been shortlisted as ‘Role Model of the Year’ in the...
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Wealth Adviser of the year 2018 – UK
July 2nd, 2018
Sonia has been awarded ‘Wealth Adviser of the year 2018 – UK’ by Acquisition...
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Women in Financial Advice Awards 2018
July 2nd, 2018
Managing Director, Sonia Wheeler, and Chartered Client Manager, Hannah Turley, have...
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Paraplanner of the Year awards
December 8th, 2017
We are extremely proud that Hannah has reached the final stages of the Paraplanner of...
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Female Wealth Adviser 2016 – UK
December 8th, 2017
We are delighted that Sonia has been awarded ‘Female Wealth Adviser 2016 – UK’ by...
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Wealth Management Business Leader of the Year – UK
November 9th, 2017
We are honoured to have won ‘Wealth Management Business Leader of the Year – UK’...
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Corporate Chartered Status
February 18th, 2017
In February 2015 Essential Wealth was awarded the prestigious Chartered Financial...
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Financial Times Adviser league of the Top UK Female Advisers
September 17th, 2015
We are delighted that Sonia has been ranked third in the UK of top female Financial...
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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.

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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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