Financial advice for clients’ in later life

Why do you Need Us

Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.

Relationships

Nearly all our clients are referred by existing clients, a testament to our service.

Financial advice for clients’ in later life

Chartered Financial Planner, Marc Sullivan, is an Associate Member of the Society of Later Life Advisers (SOLLA). SOLLA helps individuals and their families finding trusted accredited financial advisers who understand financial needs in later life. Marc has over 10 years’ experience in Financial Services and provides full financial planning advice.

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