Nearly all our clients are referred by existing clients, a testament to our service.
Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
Newbury Soup Kitchen has been our nominated charity for 2025 and we are delighted to have helped them with an impressive £25,000 through:
Raising over £7,600 with donations and sponsorship from our wonderful community of clients, associated professionals, friends and family with our valuable matching donation pledge.
Donating £2,400 through a monthly grant.
Successfully gaining grant funding of £5,000 per year for three years from our network charity The Openwork Foundation This is £15,000 in unrestricted funding to support the charity’s vital work in our local community.
Newbury Soup Kitchen Founder, Meryl Praill, has said ‘Support like this is essential to our ability to continue working day to day with some of the most vulnerable people in our community. Without the backing of trusts and individuals such as yourselves, we would not be able to provide the care, consistency, and outreach that so many people rely on’.
The Essential Wealth Team have run over 200km, led by Marc who completed 13 organised runs.
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
