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Essential Wealth

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Pension Death Benefits – What happens to your pension when you die?

13th February 2019

Pension Death Benefits – What happens to your pension when you die?

Before the changes to pension rules in April 2015, only a dependant of the pension plan holder could receive a drawdown pension on the plan holder’s death. Since April 2015 however, a nominee can also now receive a drawdown pension called Nominee Flexi-Access Drawdown. What’s more, on the nominee’s death, a successor (or successors) can…

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Market update for January 2019  

1st February 2019

The UK political world remained dominated by Brexit in January with Theresa May firstly suffering a 230 margin defeat of her original deal early in the month.  Subsequently, she won a vote for an amendment that called for scrapping the Brexit agreement’s Irish border backstop in favour of “alternative arrangements”. The vote was won by…

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Why active investing is more effective in volatile markets

26th January 2019

Why active investing is more effective in volatile markets

A glance at the performance of the major stock indices in 2018 shows that volatility was a common theme. US equities followed an upward – although somewhat choppy – trajectory from early March, but they had a turbulent start to the year. Meanwhile, UK, European and Japanese equity markets experienced fluctuations of various magnitudes as…

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Investment outlook for 2019

22nd January 2019

Omnis investments, who manage our Omnis portfolios of managed funds, explain how they expect moderate investment growth for 2019. Omnis investment outlook for 2019  

Market update – December 2018

2nd January 2019

December was a difficult month for company shares globally which meant that 2018 saw falls for nearly all the leading global equity markets: December 2018 Full Year 2018 FTSE 100 (UK) -3.6% -12.5% Dow Jones 30 (US) -8.7% -5.6% S&P 500 (US) -9.2% -6.2% DAX (Germany) -6.2% -18.3% Euro Stoxx 50 (Europe) -5.4% -14.3% Nikkei…

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Market update – November 2018

4th December 2018

During November, Theresa May secured her Brexit deal that was signed off by the leaders of the 27 remaining European Union leaders in less than an hour.  While this was a small victory for Theresa May, she faces a much bigger struggle to get this approved by the UK Parliament with the crucial vote due…

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UK and EU agree draft withdrawal deal

16th November 2018

On Tuesday 13th November, the UK and the EU agreed a draft Brexit withdrawal deal. The deal covers the terms under which the UK will leave the EU: the financial settlement, residency rights, a backstop to avoid a hard border in Northern Ireland and the transition period; It does not establish the future trading relationship…

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Market update – October 2018

2nd November 2018

Market update – October 2018

October proved a difficult month for the stock market.  The trade tensions between the US and China, on-going Brexit negotiations and the EU’s rejection of Italy’s draft budget all seemed to weigh heavily on global equity markets. The FTSE 100 ended October at 7,128.10, which was 5.1% lower than the September closing figure of 7,510.20….

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Market update – September 2018

4th October 2018

The FTSE 100 was relatively benign in September, ending the month at 7,510.20, which was 1.0% higher than the August closing figure of 7,432.42. In the US, the Dow Jones Industrial Average’s performance was up 1.9%, closing September at 26,458.31. In terms of £ Sterling, it ended September at 1.30 US Dollars.  This was 0.6%…

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Market update – August 2018

4th September 2018

The FTSE 100 had a difficult August, ending the month at 7,432.42, which was 4.1% lower than the July closing figure of  7,748.76. In contrast, in the US, the Dow Jones Industrial Average’s performance was up 2.2%, closing August at 25,964.82. In terms of £ Sterling, it ended August at 1.30 US Dollars. This was 1.2%…

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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.

Copyright © 2019 · Essential Wealth Management and Advice Ltd