Essential Wealth Management

www.essential-wealth.co.uk

We build and maintain financial plans for private individuals, combining 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

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We build and maintain financial plans for private individuals, combining 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

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City (Headquarters)

Newbury

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Employees

1-10

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Founded

1979

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Potential Decision Makers

  • Chief Executive Officer

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  • Owner

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  • Managing Director

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  • Non Executive Director

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