Sonia Wheeler's Contact Details

Sonia Wheeler's Company Details

Essential Wealth Management

West Woodhay, England, United Kingdom • 5 Employees
Financial Services

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 administrationThe 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