Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
Nearly all our clients are referred by existing clients, a testament to our service.
We are excited to share that the Essential Wealth team have won 'Team of the Year' in the 2019 Professional Paraplanner awards on 13th June. We were shortlisted based on the way we work together when looking after client's financial affairs. Hannah, Marc and Natasha had a telephone interview whereby they shared how we work, how we support each other and overcome challenges. We think it works well and we are thrilled that the panel felt the same. Hannah and Marc are pictured below.
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 style of Essential Wealth Management and Advice Ltd, registered in England Number 04020006. Registered Office: 1-2 Great Farm Barns, West Woodhay Newbury, Berkshire, RG20 0BP. Essential Wealth Management and Advice Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited 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.
Approved by the Openwork Partnership on 18.04.2024
