'Team of the Year' in the Professional Paraplanner awards 2019

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'Team of the Year' in the Professional Paraplanner awards 2019

We are excited to share that the Essential Wealth team have won 'Team of the Year' in the 2019 Professional Paraplanner awards on 13th June. We were shortlisted based on the way we work together when looking after client's financial affairs. Hannah, Marc and Natasha had a telephone interview whereby they shared how we work, how we support each other and overcome challenges. We think it works well and we are thrilled that the panel felt the same. Hannah and Marc are pictured below.

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.

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Approved by the Openwork Partnership on 18.04.2024