3 Best Financial Services in Newbury, UK

“Essential Wealth Management & Advice Ltd is authorised and regulated by the Financial Conduct Authority. The Managing Director and Chartered Financial Planner, Sonia Wheeler, leads Essential Wealth Management. The financial planners are chartered and supported by highly qualified and experienced professionals. They aim to guide and support you through life’s journey, offering excellent, timely advice with tact and discretion. Essential Wealth Management & Advice Ltd believes planning is the key to achieving lifetime and associated financial goals and providing practical financial advice.

“Douglas Hope Financial Management works with you to ensure you have a realistic chance of achieving your goal. Their financial planners provide an ongoing service to ensure you stay on track and create a cash-flow model to build a clear picture of your financial situation. They work tirelessly to provide their clients with the outcome they expect, whether it’s a secure and happy retirement, a financial plan, or securing their family's futures. Funds are monitored quarterly and moved free of charge if their performance falls below the standards you and they would expect. In addition, they provide a comprehensive wealth management service at a fixed cost. If you are nearing retirement and wish to discuss your options and how best to maximise your current assets, contact Douglas Hope Financial Management.