Essential Wealth achieves Chartered Status for 2021

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Essential Wealth achieves Chartered Status for 2021

We are delighted to share that our Chartered Firm status has been approved and renewed for 2021. We have held this since prestigious title since 2015. To be awarded Chartered Status, there is a strict qualification criteria including:

The qualification levels of our team members.
Commitment to excellent professional standards.
An active development programme.
Embracing of the Chartered Insurance Institute's (CII) code of ethics.

You can learn about what it means to hold corporate Chartered Status from the CII's CEO Keith Richards 'What Chartered Status means'

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