Data Protection

Core Values

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


Chartered Financial Advice

The need for financial solutions impacts all areas of financial advice


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Click here to see how Essential Wealth and The Openwork Partnership use the information you give to us and how we protect your privacy.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]

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Our regulatory documents: Our Personal Client Agreement Privacy policy Best execution policy Client classification Conflicts of interest policy Your guide to making a complaint

Essential Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

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.