We offer clarity, common sense and total reliability, combined with financial flair.
Nearly all our clients are referred by existing clients, a testament to our service.
We are delighted that Sonia won the South East category of ‘Financial Adviser of the Year’ and was highly commended for the overall ‘Financial Adviser of the Year’ category at the Women in Financial Advice Awards on 10th October 2018. There were over 800 nominees and we feel honoured to be part of celebrating and encouraging women to build a career in Financial Services.
We are very proud of the judges’ comments about Sonia ‘described as an extremely strong person and her sense of truth and justice shines through’.
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.
