Essential Wealth Portfolio service

After setting up pensions or investments for you, we continue to monitor them.

Your Financial Book

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


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Relationships

Nearly all our clients are referred by existing clients, a testament to our service.


This is to ensure that all key review dates are observed and that the financial solutions are kept fully up to date.

By asking us to take care of your pensions and investments you benefit from our portfolio service:

  • An invitation to an annual portfolio review meeting

  • An annual portfolio report

  • Rebalancing your portfolio in line with your attitude to risk and investment objectives

  • Review of the trusts within the portfolio if applicable

  • Providing you or your accountant with the relevant tax information (such as pension contributions and taxable gains realised)

  • Access to view your portfolio online via our website

  • Access to economic/market updates

  • Access to tax tables and other information via our website

  • Access to our Client Management team for queries about your portfolio

  • Dealing with enquiries from your portfolio provider(s)

  • Portfolio record keeping and file maintenance, for example

    • Policy surrenders and partial surrenders

    • Administration such as change of address

    • Replacement and copy documents

    • To show we are truly aligned to your objectives, we ask that our fees for this service are based on a small percentage value of the funds

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.