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
With effective planning and support, we can help you achieve your long-term financial goals.
We’re thrilled to share that Emma has successfully passed the Chartered Insurance Institute (CII) RO5 Financial Protection exam! This marks another significant milestone in her journey towards earning the CII Diploma—now just two exams away. Having already achieved the CII Certificate in Paraplanning, Emma continues to demonstrate dedication and excellence in her professional development. Congratulations, Emma!
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
