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
With effective planning and support, we can help you achieve your long-term financial goals.
Telephone: 01488 669840
Carrie joined us in January 2022, and we are delighted she chose to work with us. Carrie manages our reception, welcoming clients and visitors to our Newbury office and undertakes client administration work. She works closely with Georgina, together they ensure the smooth running of our offices.
Before joining us, Carrie had a long career of over 30 years in graphics and publishing, gaining varied and transferrable experience in administration and management. With an excellent eye for detail, considerable administration experience and having a technical mind, Carrie has become a valuable member of our team.
We asked Carrie what aspects of her job she enjoyed the most, she said 'it is a pleasure to meet such a variety of people and support my colleagues and I really enjoy the variety of my work'.
Interests
Carrie lives close to the Newbury office and loves the countryside life, particularly walking and exploring new walking routes. She enjoys spending holidays with her family and having travelled extensively in the past, now likes nothing more than exploring the Cornish coast.
Carrie is looking forward to our 2025 fundraising events, where we will be running 10 x 10k runs. Our chosen charity for 2025 is the Newbury Soup kitchen, supporting homeless, lonely and vulnerable adults in West Berkshire. Since 2006, Essential Wealth have raised over £65,000 for charity.
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.
