Associated Professionals

Your Financial Book

Your Financial Book is made up of your audit and financial plan

Looking to the Future

With effective planning and support, we can help you achieve your long-term financial goals.

In order for your objectives to be met, you may require services outside of our breadth of expertise. We can connect you to associated professionals with specific fields of knowledge and experience. Some of our associated professionals are listed below:

Red 76 Tax

LeeP Accountants

LFM

Blue Peak Consulting Limited

FC Global Payments

Heritage Estate Planning

High Street Mortgages

John Sibley Property Finance

Keystone Law

Nicki Smith

Property Vision

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

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 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.