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
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.
This weekend, the Essential Wealth Management team have been busy supporting our chosen charity for 2025, Newbury Soup Kitchen.
We entered a team of six in the charity quiz and managed an impressive second place out of 22 teams. The evening raised much needed funds to top up supplies for the vulnerably housed in our local community.
We then moved onto our running challenge, with Sonia running the Stowe 10k and Marc the Newbury 10k. This is Marc's fourth run, and Sonia's second, out of our 10x 10k's to raise £10k. So far we have raised £3,200 and any support is greatly received. Don't forget, we match all donations made. You can read more on our Just Giving page.
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
