Essential Wealth Management

Essential Wealth Management Providing independent and chartered financial planning, with ongoing wealth management services. Our offices are near Newbury in Berkshire.

Essential Wealth offers boutique wealth management services to private clients. We combine extensive research with intelligent guidance and financial advice tailored to your personal circumstances. Providing a complete and holistic ongoing wealth management service. We also have satellite London offices, based in the City and the West End. Our Address
1–2 Great Farm Barns
West Woodhay
Newbury
Berk

shire
RG20 0BP

Tel: 01488 669840
[email protected]
www.essential-wealth.co.uk

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 22.04.2026

🎉 Celebrating 11 years of Marc Sullivan at Essential Wealth 🎉 Huge thanks to Marc for his dedication, expertise and the ...
20/05/2026

🎉 Celebrating 11 years of Marc Sullivan at Essential Wealth 🎉

Huge thanks to Marc for his dedication, expertise and the impact he’s made on clients and colleagues. Here’s to many more years ahead!

📢 Inflation down ⬇️
20/05/2026

📢 Inflation down ⬇️

Inflation (Consumer Prices Index) was 2.8% in April 2026, down from 3.3% in March 2026.


Inflation is the rate at which the prices of goods and services bought by households go up or down.

Commenting on today’s inflation figures for April 2026, ONS Chief Economist Grant Fitzner said 💬

“There was a notable fall in annual inflation led by lower electricity and gas prices. This was due to the Government’s energy bill support package reducing variable and fixed tariffs, along with lower global wholesale energy prices before the conflict in the Middle East, which fed through to the reduction in the Ofgem cap.

“Smaller rises in water and sewage bills and Vehicle Excise Duty than seen last year also helped pull the rate down. Food prices, particularly for chocolate and meat products, and the price of package holidays drove inflation down further.

“These were only partially offset by a further increase in petrol and diesel prices, and an uptick in the cost of clothing and footwear.

“The annual cost of both raw materials and goods leaving factories continued to rise, driven again by higher crude oil and petrol prices.”

Read more ➡️

https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/consumerpriceinflation/april2026

🔔 Follow us and keep up to date with all the latest stats

Important news updates:🔹 Pensions & IHT from April 2027 - understanding how proposed inheritance tax changes could inter...
19/05/2026

Important news updates:

🔹 Pensions & IHT from April 2027 - understanding how proposed inheritance tax changes could interact with existing allowances and reliefs.

🔹 NS&I increases Premium Bond prize rates alongside other variable savings rate rises.

Read the full articles here ⬇️
https://www.essential-wealth.co.uk/news-and-info

Essential Wealth Management 1-2 Great Farm Barns West Woodhay Newbury Berkshire RG20 0BP Tel: 01488 669840 Fax: 01488 669216 Email: [email protected]

Big changes came into force on 1st May for landlords and tenants under the new Renters’ Rights Act. Key changes include:...
12/05/2026

Big changes came into force on 1st May for landlords and tenants under the new Renters’ Rights Act.

Key changes include:

🏠 End of Section 21 ‘no-fault’ evictions
🏠 All tenancies becoming rolling agreements
🏠 Limits on rent increases
🏠 Ban on rental bidding wars
🏠 Stronger rights for tenants with pets
🏠 Landlords can not re-let for 12 months after evicting to sell.

You can read the full article on our website:
https://www.essential-wealth.co.uk/news-and-info

✍️ 📚 As exam season begins, we would like to wish all students the very best of luck. Exams are challenging, often a cha...
11/05/2026

✍️ 📚 As exam season begins, we would like to wish all students the very best of luck. Exams are challenging, often a chance to demonstrate hard work and resilience. They don’t define you… but hopefully create your next stepping stone.

🎉 Huge congratulations to Emma on passing her CII Pensions and Retirement Planning exam today. This qualification deepen...
01/05/2026

🎉 Huge congratulations to Emma on passing her CII Pensions and Retirement Planning exam today. This qualification deepens her knowledge in pension and retirement planning.

A brilliant way to start the Bank Holiday weekend.

🚨 Bank of England holds interest rates at 3.75%No change today as policymakers take a cautious approach amid rising infl...
30/04/2026

🚨 Bank of England holds interest rates at 3.75%

No change today as policymakers take a cautious approach amid rising inflation and global uncertainty.

📊 Key takeaways:
• Rates unchanged (8-1 vote)
• Inflation ticking up to 3.3%
• Energy prices & global tensions driving uncertainty
• Possible rate hikes still on the table later this year

The Bank is in “wait and see” mode, balancing inflation risks with economic stability.

Forgotten Child Trust Fund? A new Government awareness drive aims to help young people locate their accounts, reconnecti...
29/04/2026

Forgotten Child Trust Fund? A new Government awareness drive aims to help young people locate their accounts, reconnecting them with savings worth around £2,200 on average.

Read more ⬇️
https://www.essential-wealth.co.uk/news-and-info

Address

Newbury
RG200BP

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