Our holistic approach, combined with an insightful understanding of the worlds of finance, law, taxation, investment and insurance, ensures all your bases are covered.
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.
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.