Essential Wealth Management
Financial Services • 
Hungerford, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP, GB |
| Phone number | +444020006 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Investments, Pensions, Wealth Management, Inheritance Tax, Retirement Planning, Financial Planning, Estate Planning, Protection, School Fees Planning, Eis/Vct, Tax Efficient Financial Planning |
| Founded | 1979 |
| Employees | 1-10 |
| Socials |
Key Contact at Essential Wealth Management
Sonia Wheeler
Managing Director
Essential Wealth Management Email Formats
Essential Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@essential-wealth.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@essential-wealth.co.uk | 66.7% |
{first name}.{last name} | john.doe@essential-wealth.co.uk | 33.3% |
About 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 (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
Essential Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Essential Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Essential Wealth Management has never raised funding before.
Essential Wealth Management Tech Stack
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