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.
Telephone: +44 (0)1488 669840
Linkedin: https://www.linkedin.com/in/natasha-blackmore-45813b165/
Natasha joined the team in November 2018, after graduating with a Mathematics Degree from the University of Exeter, and started our Graduate Trainee Programme to pursue a career in financial planning.
She has recently achieved the Chartered Insurance Institute's (CII) Chartered status, having successfully completed the Advanced Diploma in Financial Planning and on achieving five years experience in the profession this month.
Natasha now joins Sonia and Marc as a Chartered Financial Planner and will provide regulated financial advice. She will continue to support Sonia as a Chartered Paraplanner, known to our clients as a Client Manager, and continue her journey gaining valuable experience alongside advising clients.
During Natasha's time with us, she has achieved the CII's Certificate in Paraplanning, the Diploma in Regulated Financial Planning, the Certificate in Discretionary Investment Management, the Certificate in Securities Advice and Dealing and now the Advanced Diploma, as well as top up examinations to achieve Chartered Status and just recently her financial advice assessments.
Natasha was nominated in the 2021 Women in Financial Advice awards and in 2020 was shortlisted as a finalist in the Professional Adviser New Talent Awards in the 'Team Player of the Year ' category, an exceptional achievement! The New Talent Awards are designed to celebrate the emerging talent in financial planning, recognising and identifying the future leaders. New Talent Awards
Interests
When the weather permits, Natasha spends most of her weekends powering across the waters on the family boat. If the weather is less forgiving, Natasha turns her attention to baking.
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.
