Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
Heritage Estate Planning was established in 2017 and their mission is to delight you with a bespoke will writing and lifetime planning service.
Heritage Estate Planning are a small, experienced team based in West Berkshire and provide their service over Teams, Zoom or in person. They work in partnership with other professionals to ensure clients receive holistic advice. Consultation meetings are at no cost to you.
Quality of advice is paramount and they are full members of the Institute of Professional Advisers, with all legal documents drafted in-house by a STEP qualified practitioner. You can read what others have had to say about their service from their exceptional google reviews if you search ‘Heritage Estate Planning’.
The products and services promoted here are not part of 2plan wealth management’s offering. 2plan wealth management Ltd accept no responsibility for this aspect of our business. These products and services are not regulated by the Financial Conduct Authority.
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.
