Essential Wealth Management

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 under no. Registered office: 1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP. Registered in England and Wales Number: Approved by 2plan wealth management Ltd on 09.05.2025