Before we begin to prepare your financial plan and make recommendations, our aim is to help you understand where you are now in financial terms, and how this compares with where you want to be.
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.
Working with you, we help you to articulate the major financial goals in your life and understand what you need to do to achieve them.
We start by collating all the critical documents and information and fully assessing your current financial situation. We call this a Financial Audit.
A net worth statement, with the value of all your assets and liabilities
Inheritance tax expectations
Income and expenditure analysis, taking into account the current and anticipated cost of your lifestyle
A schedule and analysis of all your plans and policies
Risk management assessment
We produce a detailed analysis and project the facts into the future, given various key assumptions. We look at how to achieve your goals and objectives using your existing provisions and plans. By ‘pressure testing’ their robustness, we aim to provide you with reassurance as well as other options to consider.
For most clients, the preparation of The Financial Audit and Financial Plan marks the start of a long partnership between us. Our aim is to help you define the routes you need to build on the provisions, plans and assets you have already acquired.
We will discuss our findings with you, help you consider your options, provide independent financial advice and agree a detailed course of action.
Your Financial Audit and Financial Plan is documented within your Financial Book. This is a fee based service and we agree the costs with you in advance.
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.
