We build and maintain financial plans for private individuals, combining independent Chartered financial advice with bespoke wealth management.
The Essential Wealth Management service provides:
• An audit of your financial affairs collated by liaising with all your other advisers and financial providers
• An achievable financial plan that is focused on your goals by comparing where you are to where you want to be
• A dedicated consultant that designs and monitors your financial plan
• A dedicated client manager for management of your financial administration
The Essential Wealth Promise:
- We will make the complicated simple
- We only use plain English, no jargon
- We will be your financial advocate, your first point of contact for anything
financial, and the co-ordinator of your financial affairs
- We will act on your behalf liaising with your other professional advisers
- The telephone will always be answered by a real person
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.
Approved by 2plan wealth management Ltd on 09.05.2025
Company Details
- Employees
- 5
- Founded
- 1979
- Address
- 1-2 Great Farm Barns, West Woodhay,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- essential-wealth.co.uk
- Keywords
- Financial Planning, Retirement Planning, Wealth Management, Pensions, Investments, Estate Planning, Protection, Inheritance Tax, EIS/VCT, School Fees Planning, Tax efficient financial planning.
- HQ
- Newbury, Berkshire
Essential Wealth Management Questions
Essential Wealth Management's website is essential-wealth.co.uk
Essential Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/essential-wealth-management-&-advice-ltd
Essential Wealth Management has
5 employees.
View email and phone details for 5
employees at Essential Wealth Management.
Essential Wealth Management's industry is
Financial Services
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Essential Wealth Management's categories are Financial Services
Essential Wealth Management's founding year is 1979
