In order to ensure we provide our clients with the highest quality and breadth of service, we have a tried and tested team of associated professionals with specific fields of expertise.
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
LeeP Accountants are a team of friendly and professional accountants, led by Chartered Accountant Polly Lee, based in Peterborough. Being digitally focussed, they have a wide geographical footprint of clients across the country. The team pride themselves in being accountants with a difference by having a knowledgeable, helpful, jargon-free and proactive approach to your business & personal finances.
Their team offers bespoke accountancy assistance tailored to match your needs and budgets. They offer accountancy, tax returns preparation, bookkeeping, taxation and business services to businesses, landlords and high net-worth individuals.
They are Quickbooks and Xero certified and provide training and support for ongoing digital transformation to meet Making-Tax-Digital law requirements coming soon. They will be at your side every step of the way to provide that guidance and advice when you need it.
Their ethos and culture is rooted in honest, practical advice, transparent pricing & great communication with services aligned to your personal financial goals, ultimately helping you save time, stress and money.
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.
