Exam success – 17th January 2025

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Exam success – 17th January 2025

We are delighted to share that Emma Powell has started the new year by successfully achieving the Chartered Insurance Institute (CII) Level 4 Certificate in Paraplanning. This qualification demonstrates Emma’s advanced knowledge and expertise in financial planning, understanding of complex regulations and technical knowledge.

We are incredibly proud of Emma for this achievement, which underscores her dedication to professional growth and commitment to deliver the highest standards for our clients.

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.