About us:
Have you ever heard the saying "if you don't know where you are going, you'll probably end up somewhere else"?
Financial planning is no exception, which is why Helen Newport and her Essential Financial Management team believe in the planning philosophy absolutely and totally.
Unless you're just plain lucky, achieving your lifetime goals, and your associated financial goals, involves considerable planning and effort. After all, you seldom come across your dream purely by chance!
The complexities of the financial world – and the time and commitment needed to stay on top of them – can be a barrier for busy, successful people. This means the Essential Financial Management team could be just the support you are looking for.
1. The assessment
Working closely with you as your 'financial mentor', we help you set and clarify your goals. We assess where you are today compared to where you want to be – and analyse the important strategic gaps in your plan.
2. Ongoing support
Clients who elect to join our ongoing financial fitness programme benefit from being totally cared for by the Essential Financial Management team. We take on every aspect of your day to day financial administration, relieving you of the burden. Using your assessment as a backdrop, we continue to monitor and advise on your goals and associated strategy.
3. Products and advice
We provide advice through our sister business, The Financial Adviser Company Ltd. If we believe you need specific financial products, this can also be done through The Financial Adviser Company Ltd.
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Helen Newport Managing Director |
The managing director, Helen Newport has been a top financial consultant since 1979 and is a certified member of the Personal Finance Society. Her staff are hand picked experienced industry professionals and every member of staff receives ongoing support and training.
Helen insists on plain speaking and effective communications. No gimmicks. The complicated is made simple.
The company is run from a converted 17th century barn situated on the Berkshire/Hampshire borders. The facilities, however, are very much 21st century!
Introductions only to Openwork Limited, which is authorised and regulated by the Financial Services Authority.
Essential Financial Management Ltd is a company registered in England (registered number 4020006) whose registered office is situated at 2 Old Bath Road, Newbury, Berkshire RG14 1QL. VAT Registration Number 75725 08 15
