Chartered exam success

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Your Financial Book

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


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Associated Professionals

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.


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Chartered exam success

Hannah has passed her final Advanced Diploma exam and now holds Chartered status with the CII (Chartered Insurance Institute). She is one of the youngest in the UK to hold Chartered Status. All of our client facing staff are now Chartered and as a firm we hold Chartered status.  

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 13.10.2023