Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
Ian & Susan Newton
Les has been advising us for nearly 30 years. We first consulted Les before we had children regarding longer term savings, then life insurance, equity release for a parent, inheritance planning and now our retirement income and mortgages for our children. Sound and thoughtful advice, we have achieved the retirement position we hoped for.
I needed to take stock of my life, investments and pensions and knew it was important to find the right advice. Straight away I knew Les was the right adviser , open, honest and has the ability to explain things in a way I would understand, bearing in mind the complexity of the financial markets and the regulations involved. I have been with Les for a very long time, which is a testament to our relationship as an adviser. He is easy to talk to and will always respond no matter the subject. I Would highly recommend Les as a top adviser.
I was progressing well in my occupation in the City and needed some advice re my savings and pension for my long term future. Les's help and advice re my finances was invaluable to help me secure a nest egg for my future retirement. I have been a client of his for over 30 years. I have now retired and through his advice have a comfortable pension and peace of mind. From my own personal experience he has always been available to help me when needed and basically could not have been more helpful.
Les Conway is the Founder, Director and Financial Planner of Essentially Financial. His vision in establishing the firm back in 2010 was with the aim of guiding clients along their lifetime journey, providing support as their financial partner.
He strongly believes that establishing and quantifying client objectives are the solid cornerstones of the financial planning process. It not being about product, performance or flavour of the month but understanding where people want to be, where they are now and reaching their destination. His extensive knowledge and experience of some thirty years provides clients with the security and knowledge that they are always heading in the right direction, taking alternative actions as needs be.
He lives in Pinner with his wife Caroline, Cinnamon the Cat and Bailey the Yorkshire Terrier. Away from the office he's a Motor Sport nut, plays Golf badly, is a Malt Whisky lover, a James Bond and Sweeney fanatic and a long suffering West Ham United fan.
Les offers the following areas of advice: