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.
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.
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.
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]
Essential Wealth Management is a trading name of Essential Wealth Management and Advice Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Essential Wealth Management and Advice Ltd is entered on the FCA register (www.FCA.org.uk) under no. 518528. Registered office: 1-2 Great Farm Barns, West Woodhay,Newbury, Berkshire RG20 0BP. Registered in England and Wales Number: 04020006.
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.
