Testimonials

It is so reassuring to have all our finances in one place, under professional management and to know that either of us or our children have the necessary support in the case of unfortunate circumstances – we sleep a lot easier at night knowing this! Essential Wealth made an immediate positive impact, such as changes to our Wills and life/illness insurances.

Essential Wealth was recommended to us when we were planning our future finances particularly working through the complexities of pensions. What we liked from the start was Sonia took the time to really understand our objectives and long term goals before she did anything else. We truly believe this is what stands Essential Wealth out from others – they care about the outcome, are thorough in their approach and always one step ahead in terms of what is needed. If you want to ensure you have the peace of mind that you have taken care of your planning for life, we cannot recommend them highly enough.

Essential Wealth has supported and guided me over the last 25 years and the advice has always been clear and sound, delivered with diligent analysis of risk; decisions have been backed by prompt action and support from the whole team.

The reason I have been happy to instruct Essential Wealth to handle my financial planning toward my retirement is they have always provided a very relaxed, friendly and un-pushy approach, while at the same time providing a very professional service. As an example, Marc travelled to my home for a meeting when I was recovering from my accident last year. Marc has answered all of my questions and enquiries promptly and in enough detail that I understand them, plus anytime we have had a meeting either face-to-face or over the phone Marc has provided accurate detailed minutes of the meeting without delay. The detailed notes and figures in my financial plan have been perfect in understanding my financial position and retirement plan. In nearly 30 years, Essential Wealth are the first financial adviser that I am happy and confident in to discuss my financial situation and plan for my retirement.

Sonia and the team at Essential Wealth were recommended to us as we were approaching retirement and needed to ensure our finances were in order. From the first meeting, the whole team have been incredibly friendly, helpful and professional. They took the time to clearly understand our objectives and stay on top of everything, consistently offering detailed advice that has ensured we feel confident about our finances going forward.

Maggie and I engaged Essential Wealth five years ago after a recommendation and have been delighted with the service. Like many; we had a number of investments; insurance policies and pensions that we thought we were managing; the fact that Sonia ‘found’ a pension that we’d lost track of I guess demonstrated that we weren’t quite on top of everything! I’m pleased to say that with the support of Sonia we’re now in a far better position; our financial affairs are in perfect order and we’ve planned for our retirement. We all have busy lives and it gives us great peace of mind.

Essential Wealth/Sonia have offered Charlie and I amazing advice in an area which we both knew very little about. All our financial investments have had a comprehensive overview which are regularly updated. We have seen our investments grow and they have put us on sound footings going forward. They subsequently look after other family members, and I could recommend them more highly.

We have been clients at Essential Wealth for over fifteen years now and have found the advice and overall service to be excellent. We now have a much more organised and forward looking approach to our finances and estate planning and Essential Wealth have challenged us effectively in this regard.

Essential Wealth has grown into a very efficient and very personal financial advisory business. I have been well advised – my financial affairs in 2003 were chaotic – and importantly can rely on the team to provide vital information quickly. The annual brochure of my personal financial affairs is accurate and easily understood and amongst the reasons for my every confidence in Essential Wealth continuing to manage my portfolio. Over the last fifteen years, four new Essential Wealth clients were my suggestion.

My wife, Susan, and I have been seeking and taking financial planning advice from Essential Wealth since 1984 and at that time we had no financial or pension plans in place. Now, 40 years on, having had the benefit of receiving excellent, solid and sound financial planning, investment and pension advice from Essential Wealth, my wife and I are now enjoying our retirement years in financial comfort. During these 40 years we have spent time living overseas and although remote we continued to be provided with excellent service. We are now resident in the UK where we continue to enjoy exceptional service.

With a new job and an inheritance, we needed some professional financial advice. Having been recommended to Essential Wealth Management by a friend, we found that the team provided all that we needed. Following a thorough financial review, and taking the time to understand what we needed, Sonia was able to lay out a series of options and recommendations. Sonia backed these up with enough, but not too much, detail. We felt able to make our investment choices with confidence. Through regular meetings Sonia has guided us over the past fifteen years, adjusting our portfolio as new options became available and old ones were closed. Sonia has helped ensure our money works hard for us. We have now moved into retirement with a detailed, funded plan that will provide us with the goals we set 15 years ago.

We have been clients of Essential Wealth for over 20 years and have enjoyed consistently sound advice which has seen our investments grow steadily. It gives us peace of mind that in the last 10 years we have been under Sonia’s “care” and have continued to enhance our investment portfolio. She has a wealth of knowledge around financial planning. Sonia is a clear communicator; patient and meticulous when explaining the detail of seemingly complicated investment schemes. Overall, she is a pleasure to work with and we look forward to our continued association with Essential Wealth.

Myself and my wife became clients of Sonia in 2012 and have continued to be impressed by the advice and friendship she has given us. My own background is that I worked as a fully qualified actuary for 3 different insurance companies, before moving to become the global fixed income director for a major Investment House. As such, I felt well qualified to manage my own affairs for quite some time but decided to have a thorough review on a further career change. I chose to go to Sonia on recommendation from her predecessor, someone I had known professionally for quite some years, and who had trained Sonia right at the start of her career.

I was thoroughly delighted with the service she has given us and would recommend her to anyone. Her advice on pensions, investments, tax, structuring, and other personal issues has been outstanding, and we are much better off and financially secure than we would have been without her advice.

Another year has passed with Sonia at the helm organising my finances in the most advantageous way – I am always so grateful that she is so alert to everything and making sure I am in the best possible financial position – I always recommend her to anyone who needs financial help and am not surprised at the success she achieves.

The service is not free and cannot be free, but is well worth paying for because of the quality of advice and continuity, which in my case goes back over thirty years and can be expected to see both my time out and to offer comparable continuity with the next generation. Personal commitment and integrity are matched by expertise, substantiated by rigorous and regular professional examinations. A strong recommendation from a satisfied customer.

Efficient, professional and welcoming……what more could a person wish for…….

I first became associated in the late eighties. At that time I had extensive savings and investments from my years working in the oil industry in different parts of the world, but substantial amounts of the above were still in cash. My adviser was Helen Newport who has since retired. Helen and the team carefully reorganised and restructured my assets so that I now have a well-balanced portfolio. Over the years they have seen me through the fluctuations of the world economy. Now that I am retired I am able to draw a tax efficient income. Natasha contacts me regularly with news and advice. Many thanks to the Essential Wealth team for their excellent service.

We contacted Essential Wealth 5 years ago to explore options of how to better manage and consolidate different pension plans accumulated over the years. Marc has helped to guide us through this process, with clear and regular communications and family planning advice every step of the way. The professional expertise and support provided by Essential Wealth offer my family a sense of continuity and reassurance for the future.

Essential Wealth provide our family with professional guidance and "peace of mind". For over 10 years the team have supported us in all investment and pension decisions, through planned meetings and the odd call where necessary. They are super efficient and always friendly, making it a pleasure to work with them.

Sonia and her team are unique in many ways. Not only are they very dedicated to client service but the advice over many years has been on point and no hard sell. We have been clients for at least twenty five years.

Sonia and the Essential Wealth team provide a skilful, professional yet caring service and support my family with fantastic advice and guidance on all things financial. They effortless blend expertise with warmth. I cannot recommend them highly enough.

My wife and I have been with this company for about 5 years, and they have given excellent advice throughout that time. They are friendly and professional, giving excellent advice and peace of mind across a wide range of finances and investments. Never a hard sell, but always available whenever we need their guidance. I would highly recommend!

Myself and my partner are both qualified accountants and had saved into our pensions from an early age. I was at the point of retiring and not sure of the best way to manage my pensions in retirement. I was a bit nervous about who to speak to as you hear all the stories about pensions scams. I was lucky to find Essential Wealth, who happened to be local to me, and made contact with Marc. He came back to me very quickly and we started talking about all the options available to me straight off. I was so lucky I made this call. We have been with Essential Wealth for over 6 years now and they have all been fantastic. Marc has been our main point of contact and he is easy to get hold of, always provides balanced advice, and actions any agreed activity quickly. All the team supporting him are superb as well and extremely customer focused. Since retiring we have had Brexit, Covid, War in Ukraine and the Cost of Living Crisis. Marc and the Essential Wealth team have steered us through all this and have left us feeling confident our money is safe and well looked after. I would highly recommend the Essential Wealth Team to anyone at any stage in their pension planning career.

Essential Wealth Management are a wonderfully professional and responsive team that have enabled my wife and I to gain a full understanding of our financial health and to optimize our financial asset performances. The team is always available to provide a range of financial advice from short term investments to more strategic financial planning. As a qualified chartered accountant I still appreciate the need for expert advice on areas of specialist knowledge. Sonia and Natasha are outstanding advisors and I wouldn't hesitate to recommend their services to anyone seeking financial guidance.

My wife and I have been clients of Essential Wealth for many years and have always been satisfied with the service and advice we have received. If we have any queries they are always dealt with promptly and explained in detail, should that be necessary. When Helen, Sonia’s predecessor, announced that she was thinking of retiring some ten years or so ago, we were somewhat concerned as to what would happen. However it wasn’t long before we were told that Sonia would be taking on the company and we have been more than happy with the service she and her colleagues have given us ever since. They have done all they can to carry on the work ethic already in place to make sure the standard set is maintained. Sonia has built an admirable team who, if they cannot answer our queries, will do their utmost to get the answer for us. She has the ability to make sure the staff she employs are team players who go out of their way to make sure the company’s clients are well served.

My wife and I are very happy knowing that our financial affairs are in excellent hands and the pressure of life in our old age has been made far more bearable than it otherwise might have been.

I have been with Essential Wealth since 2005. From that date to current, they have advised and reported clearly on my financial/wealth position and guided on various tax issues to reduce my tax burdens upon my demise. Throughout they have been very professional in their work, responding quickly to any questions that I may raise. I have recommended a few friends to Essential Wealth Management – and I wouldn’t hesitate to recommend them in the future.