Changes in the office

Back to News
The value that we add

Our differentiator is the additional ways our clients tell us we add value to them


Find out more


Your Financial Book

Your Financial Book is made up of your audit and financial plan


Find out more


Changes in the office

After four years we say goodbye to Mat Bonney and wish him well for the future. We are delighted to welcome Marc Sullivan to the team. Marc completed our Graduate Trainee Programme between 2009-2011. Marc has attained the Advanced Diploma in Financial Planning, achieving Chartered status, and is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute. Marc has six years' experience in Financial Services and in addition to a passion for financial planning, brings with him extensive knowledge and technical experience.

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

>