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.
Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
Hannah has recently achieved the Certificate in Financial Administration and Paraplanning (CeFAP) and she is putting this to excellent use with her recent promotion to trainee paraplanner.
Mat achieved the Diploma in Regulated Financial Planning (DipPFS) in 2013 and is now a fully qualified paraplanner and Mortgage and Protection Financial Adviser.
With Sonia's achievement of attaining the Advanced Diploma in Financial Planning (APFS) and the coveted Chartered Financial Planner status, the team continue to strive for financial planning academic excellence.
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
