We offer boutique wealth management services to private clients. We combine independent Chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances.
Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
With effective planning and support, we can help you achieve your long-term financial goals.
Our mission is to guide you through your financial life, providing you with a complete and comprehensive wealth management service – to put you in control of your future.
Essential Wealth Management is led by Managing Director and Chartered Financial Planner Sonia Wheeler. Our Financial Planners are Chartered and are supported by a team of highly qualified and experienced individuals.
We believe that planning is the key to providing clients with effective financial advice.
Our offices are near Newbury in Berkshire. We also have satellite London offices, based in the City and the West End.
We are part of 2plan wealth management Ltd, a national advisory firm launched in 2007 and now one of the leading firms of financial advisers in the UK.
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.
