Essential Wealth Management & Advice Ltd - Newbury

John Rogers

Sonia and the team at Essential Wealth were recommended to us as we were approaching retirement and needed to ensure our finances were in order. From the first meeting, the whole team were incredibly friendly, helpful and professional. They took the time to clearly understand our objectives and they stay on top of everything, consistently offering detailed advice that has ensured we feel confident about our finances going forward.

Steve Johnson

Sonia and the team at Essential Wealth have been a fantastic support for my Maggie and I during the last 9 years. We followed a full and comprehensive process to assess all aspects of our financial health and Sonia even found a missing pension for my Maggie!

Sonia and Natasha have been a huge help and support to us, particularly as I moved from an executive role to a portfolio career and we now feel that we have sound life plans in place that will take us on to retirement when the time comes.

Essential Wealth provide professional advice and support for all of our family and are a pleasure to work with. I can't recommend them highly enough!

Albie Hope

My wife Susan and have been receiving financial advice from Essential Wealth Management, in its various guises since 1984. During this period we have sought support on various matters, not only financial, and have always received sound and professional advice that has helped us taking correct action. Initially Helen provided the support we needed that has done by Sonia and her team, maintaining the same high quality of advice. Following our twice annual meetings we always leave feeling satisfied that our finances are in safe hands and that we can focus on enjoying our retirement without having to worry about financial matters

Leslie Page

My wife and I have been clients of Essential Wealth for many years and have always been satisfied with the service and advice we have received. If we have any queries they are always dealt with promptly and explained in detail, should that be necessary. When Helen, Sonia’s predecessor, announced that she was thinking of retiring some ten years or so ago, we were somewhat concerned as to what would happen. However it wasn’t long before we were told that Sonia would be taking on the company and we have been more than happy with the service she and her colleagues have given us ever since. They have done all they can to carry on the work ethic already in place to make sure the standard set is maintained. Sonia has built an admirable team who, if they cannot answer our queries, will do their utmost to get the answer for us. She has the ability to make sure the staff she employs are team players who go out of their way to make sure the company’s clients are well served.

My wife and I are very happy knowing that our financial affairs are in excellent hands and the pressure of life in our old age has been made far more bearable than it otherwise might have been.

Nick Redman

Sonia and the team have been supporting my family for a number of years. The service is always a very high standard, highly professional, meticulous and detailed. We gain great comfort from knowing that our finances and administration are in such competent hands. I would thoroughly recommend Essential Wealth to anyone, thanks, Nick

Louise Brassey

Sonia and Essential Wealth have been a huge help to me in planning for my retirement and making sure my pension is consistently looked after. We meet each year to review and discuss and make changes to reflect your circumstances and I trust Sonia to advise me on the best options to get the best returns and have a comfortable retirement when the time comes!

Paul Rodford

Myself and my partner are both qualified accountants and had saved into our pensions from an early age. I was at the point of retiring and not sure of the best way to manage my pensions in retirement. I was a bit nervous about who to speak to as you hear all the stories about pensions scams. I was lucky to find Essential Wealth, who happened to be local to me, and made contact with Marc. He came back to me very quickly and we started talking about all the options available to me straight off. I was so lucky I made this call. We have been with Essential Wealth for over 6 years now and they have all been fantastic. Marc has been our main point of contact and he is easy to get hold of, always provides balanced advice, and actions any agreed activity quickly. All the team supporting him are superb as well and extremely customer focused. Since retiring we have had Brexit, Covid, War in Ukraine and the Cost of Living Crisis. Mark and the Essential Wealth team have steered us through all this and have left us feeling confident our money is safe and well looked after. I would highly recommend the Essential Wealth
Team to anyone at any stage in their pension planning career.

Laurence Berry

Essential Wealth Management are a wonderfully professional and responsive team that have enabled my wife and I to gain a full understanding of our financial health and to optimize our financial asset performances. The team is always available to provide a range of financial advice from short term investments to more strategic financial planning. As a qualified chartered accountant I still appreciate the need for expert advice on areas of specialist knowledge. Sonia and Natasha are outstanding advisors and I wouldn't hesitate to recommend their services to anyone seeking financial guidance.