Chartered Financial Advice

Your Financial Book

Your Financial Book is made up of your audit and financial plan

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Associated Professionals

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.

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Working with a Chartered Financial Planner

The need for financial solutions impacts all areas of financial advice such as:

Protecting wealth: Protecting you and your family’s standard of living against the unexpected.

Creating wealth: Making the most of tax-efficient* investment opportunities so that money is available when you want to spend it.

Managing wealth: Ensuring you maximise your standard of living when you don’t want to work so hard.

Retaining wealth: Retaining more of your hard-earned money legally and ethically.

Preserving wealth: Preserving the value of your estate for the benefit of your family.

We provide financial advice for pensions, investments**, tax and estate planning, protection policies and general insurance.

We only recommend financial arrangements that we truly believe add considerable value to your financial plan. Our advice and implementation of new investment strategies is a fee based service, typically a percentage of the amount you are investing.

*HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

**The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
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