Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
We will be there for you when you need us with day-to-day issues and your financial administration will be managed proactively by your Client Manager
Irwin Mitchell is a national, full-service law firm. Essential Wealth Management predominately work with Irwin Mitchell for private client legal work typically covering wills, trusts and estate planning. The team is led by Sarah Phillips, Regional Managing Partner for Reading and Newbury. Sarah herself helps individuals and their families with all aspects of succession, tax and asset protection planning. This includes advice on wills, inheritance tax, capital gains tax, trusts, estate administration, powers of attorney and Court of Protection matters.
In addition to private client matters, Irwin Mitchell provides family and divorce advice, and also works with business owners and executives on employment matters, contracts, commercial advice, property and real estate issues and business exit and succession planning. The breadth of services provided by experienced individuals and teams within Irwin Mitchell ensures that a full and comprehensive service can be provided.
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.
