I am delighted to announce that Essential Wealth was a finalist at the Retirement Planner Awards 2014 held in London on 11th June.
Essential Wealth hosted its first Black Tie Charity Dinner for Clients, Associated Professionals and Partner Companies on 8th May 2014 at The Lansdowne Club in Mayfair. We celebrated Helen Newport’s retirement and through our Charity Auction raised £16,255 for Young Carers, a charity supported by The Openwork Foundation.
Click here to view our Budget summary.
Managing Director Sonia Wheeler and Technical Assistant/Mortgage Adviser Mathew Bonney are taking part in the Prudential RideLondon100 on 10th August. They will be racing 100 miles on bikes in aid of The Openwork Foundation, supporting disadvantaged children. In 2013 Essential Wealth raised £5,000 for The Foundation.
Hannah Turley passed the CII Investment Principles and Risk exam. Hannah said… It was a hard exam and I am delighted!
Sonia participated in a 450km cycle challenge in the humidity and 40c heat of Vietnam and Cambodia over six days across challenging terrain and traffic conditions. We were delighted to have raised £5,000 for The Foundation and the group (35 cyclists) raised over £137,000. News about our next challenge will be coming soon.
We had the pleasure of joining Quilter Cheviot to support the Inspire Charity polo match in July at Tidworth Polo Club. The Inspire Foundation funds research projects designed to improve the lives of people with spinal cord injuries. The Eventers versus Jockeys match was hilarious to watch. It is possible that Sonia will take part…
Hannah has recently achieved the Certificate in Financial Administration and Paraplanning (CeFAP) and she is putting this to excellent use with her recent promotion to trainee paraplanner. Mat achieved the Diploma in Regulated Financial Planning (DipPFS) in 2013 and is now a fully qualified paraplanner and Mortgage and Protection Financial Adviser. With Sonia’s achievement of…