Changes at Essential Wealth Management

We are delighted to share that we are now part of the 2plan wealth management network and that, as independent financial advisers, we now offer a wider breadth of proposition and whole of market advice to our existing and new clients.

In addition to having a wider proposition, a further benefit for us operating under the 2plan network is the technology behind the 2plan software, which will enable us to provide a more efficient and effective service.

This is an exciting change for us and after many months of planning, we are thrilled that our move has completed. Financial planning remains at the very heart of what we do, our proven way of working and our branding has not changed. Our website remains as essential-wealth.co.uk and our contact details have not changed.

Working with associated professionals remains a core part of our service and we look forward to building upon this.

Thank you

As always, we are so very grateful for the ongoing support of our clients. Many have recently kindly taken the time to write testimonials, we have loved reading them.

Essential Wealth Management would not be the success story it is without our fantastic team, who have worked tirelessly over recent weeks to ensure a smooth transition for our clients.

As we celebrate 45 years in business this year, we are excited about this next step and for the future of EWM.

Sonia Wheeler, Managing Director