Planning for life
With effective planning and support, we can help you achieve your long-term financial goals
About Essential Wealth
We offer boutique wealth management services to private clients.
CONTACT US TODAY TO FIND OUT MORE
Essential planning for life

We combine Chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances. By offering a comprehensive ongoing service, we help you achieve your lifetime goals and associated financial goals.

Why do you need us?

Acting as your financial advocate, we help you realise your life goals, giving you peace of mind.

We are totally committed to the concept of ‘client first’ and it affects everything we do, every day.

Find out more
Client testimonials

Essential Wealth has supported and guided me over the last 25 years and the advice has always been clear and sound, delivered with diligent analysis of risk; decisions have been backed by prompt action and support from the whole team.

Mr R Matthews, Warwickshire 24.07.2024

Essential Wealth was recommended to us when we were planning our future finances particularly working through the complexities of pensions. What we liked from the start was Sonia took the time to really understand our objectives and long term goals before she did anything else. We truly believe this is what stands Essential Wealth out from others – they care about the outcome, are thorough in their approach and always one step ahead in terms of what is needed. If you want to ensure you have the peace of mind that you have taken care of your planning for life, we cannot recommend them highly enough.

Mr & Mrs Page-Champion, Surrey 25.07.2024
Independent Chartered Financial Planners

We are Independent Financial Advisers and our advisers are all Chartered Financial Planners. By choosing chartered you are choosing advisers who are at the forefront of their profession and demonstrate a high standard of technical knowledge and conduct, follow good practice and ensure their skills are up to date with market standards as set by the Chartered Insurance Institute (CII). Click the link below for more information.

Essental Wealth Charity Support

Since 2006 we are proud to have raised and donated over £65,000 to charity, supporting a wide range of charities over recent years including, The Children’s Society, Medical Aid Films, YoungMinds, Pancreatic Cancer UK and The Forget Me Not Fund for Basingstoke hospital.

This year we are supporting The Openwork Foundation The Foundation raises on on average over £500,000 per year with The Openwork Partnership network and uses this money to make grants to UK registered charities operating here and overseas. Since 1981 they have donated more than £21.5m delivering grants, fundraising and volunteer programmes. The Foundation is now an independent organisation, having come away from the Zurich Community Trust.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]

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Our regulatory documents: Our Personal Client Agreement Privacy policy Best execution policy Client classification Conflicts of interest policy Your guide to making a complaint

Essential Wealth Management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd 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 Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.