For most clients, the preparation of The Financial Audit and Financial Plan marks the start of a long partnership between us.
With effective planning and support, we can help you achieve your long-term financial goals.
Nearly all our clients are referred by existing clients, a testament to our service.
We are fully committed to building the right type of ongoing partnership with you. The style and frequency of review meetings are agreed between you and your Financial Planner.
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 listened to what our clients really valued in an on-going service, which may resonate with you. They said:
Keep me informed – only send pertinent information that is of benefit and do not bombard or overload.
Maintain my plans – provide updates to allow a ‘milestone check’ that the plans are progressing as expected.
Be my financial advocate – make sure that any personal changes in income or assets are not adversely affected by announcements in the UK Government’s Budget (e.g. changes in income, capital gains or inheritance taxation). This is typically discussed during your review meetings.
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 name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
