For most clients, the preparation of The Financial Audit and Financial Plan marks the start of a long partnership between us.
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
With effective planning and support, we can help you achieve your long-term financial goals.
We are fully committed to building the right type of on-going 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 we trust will also 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 an update at least once a year 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 face-to-face during your review meetings, but more and more of our clients are asking to mix this with technology such as telephone or Skype.
We include these three areas in the two levels of service we have. The most appropriate service will be dictated by what financial stage you are currently in, and your relative level of wealth.
The Essential Wealth Management Service. In addition to the management of your invested assets, we take on board all your day to day financial administration and management.
The Essential Wealth Portfolio Service. This is our foundation level of service where we look after your invested assets that we have set up for you.
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