Who are we?

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 beautiful converted 17th century barn situated on the Berkshire/Hampshire borders. The facilities, however, are very much 21st century!

Clients comments

"Helen does a wonderful job for her clients - I would highly recommend working with her."
Lord Leitch of Oakley

"You make everything so simple and easy"
Carolyn Eadie, Partner, Spencer Stuart

"Without you, I wouldn't have been able to retire early"
Don Parker, Retired Bridge Erection Supervisor

"You nag me and my team endlessly and it gets things done - we all appreciate it"
Michael Dann, Manager of Coffee Trading team, Fimat

"I had been a client for years and was very happy with the service. However, I was offered a free service for 'high net-worth clients' by a leading bank and decided to move my affairs to them. It simply didn't deliver and so I have happily returned to Essential Financial Management where I know they will be proactive and helpful"
Tom Pedersen, Managing Director of Institutional Sales EMEA, T Rowe Price

Click here to download our brochure.

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