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
We are delighted to share that Marc has qualified as an accredited member of the Society of Later Life Advisers (SOLLA). SOLLA helps people and their families finding accredited financial planners who understand the financial needs of people in later life. Accredited advisers have demonstrated that they can provide the required financial advice for individuals in their later years. Marc passed a rigorous assessment and attained the required qualifications to gain accreditation.
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
