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

 

Helen Newport
Managing Director

Picture of Helen Newport

Clients comments

“I send my warmest congratulations to Helen on completing 30 years in the business: I suspect I was one of her earlier clients and am very grateful for a friendly and positive relationship, which I hope will continue."
Henry Poole, Client since 1980

"Helen has guided me through financial highs and lows for over 20 years with great professional skill and profound consideration for my changing circumstances, from the early days with a young family through to the threshold of my retirement. Throughout, risk has been addressed and covered and the advice has been clear, prompt and friendly but firm, backed by prompt action and support from her able team. There can be few in the field to match her and, I fancy, none to surpass."
Mr R Matthews, Consultant Plastic Surgeon, Warwickshire

"Thank you Helen for all you have done for my wife and me over so many years. Your careful attention to detail and patience in dealing with our financial affairs has been so greatly appreciated.  We hate to think where we might have been without your most valuable assistance.  We are forever grateful."
Mr L Page, Retired, Fetcham,  Surrey

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

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

"My finances have been transformed from disorganised and random to structured and profitable through Essential Financial's cajoling and encouragement whilst I have still been able to retain my personal approach to the overall risk level and content."
Colin Jackson

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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