By becoming a member of this service offering, we take on board all your day-to-day financial administration and management and you benefit from.
With effective planning and support, we can help you achieve your long-term financial goals.
Your Financial Book is made up of your audit and financial plan
A dedicated Financial Planner who coordinates your affairs and creates an effective team working on your behalf
Regular meetings, the style and frequency of which you agree
Liaising with your other advisers such as your solicitor, accountant or HR director
Direct access to your office based Client Manager for general queries and day-to-day financial management
Continual updating of your Financial Audit and Financial Plan showing a clear picture of your assets, liabilities, inheritance tax statement, portfolios, plans and policies
The ability to outsource the burden of financial paperwork. We review the paperwork you send to us to check if any action is required by us or you and we update your records
Storage of your documents if required. This includes storing copies of documents such as your Wills, Powers of Attorney and policy documents*
Dealing with enquiries from your product providers
Our clients find comfort in knowing that should they die, their finances are organised and we are available to help their family.
We also include all the benefits of our foundation level service, The Essential Wealth Portfolio Service.
This is a fee-based service which is typically paid monthly, based on your personal circumstances and needs.
*Will Writing and Powers of Attorney and storing of policy documents are not part of the Openwork offering and are offered in our own right. The Openwork Partnership accepts no responsibility for this aspect of our business. Will Writing and Power of Attorney are not regulated by the Financial Conduct Authority.”
Essential Wealth Management
1-2 Great Farm Barns
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 13.10.2023