Essential Wealth Management and Advice Ltd

Head Office

Service Types

Financial Advice

Firm Overview

We offer boutique wealth management services to private clients. We combine Chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances.

Our mission is to guide you through your financial life, providing you with a complete and comprehensive wealth management service – to put you in control of your future.

Essential Wealth Management is led by Managing Director and Chartered Financial Planner Sonia Wheeler. Our Financial Planners are Chartered and are supported by a team of highly qualified and experienced individuals.

We believe that planning is the key to providing clients with effective financial advice.

Our offices are near Newbury in Berkshire. We also have satellite London offices, based in the City and the West End.