Data Protection

Your Financial Book

Your Financial Book is made up of your audit and financial plan


Find out more


Continuous support

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


Find out more


Click here to see how Essential Wealth and The Openwork Partnership use the information you give to us and how we protect your privacy.

Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]

>
Our regulatory documents: Our Personal Client Agreement Privacy policy Best execution policy Client classification Conflicts of interest policy Your guide to making a complaint

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.