Essential Finance

suites 1601 - 1602
OOCL Plaza
841 Middle Yan'an Road, near North Shaanxi Road
Shanghai, 200040
China Show map
+86 2 162 475 755

Essential Finance is a leading independent financial advisor. Central to their offering is an award-winning online platform featuring interactive financial planning tools, information on best-in-class savings products, and management and valuation services for both new and existing investments.

By combining the highest levels of personal service with the latest technology, Essential has been delivering the very best financial solutions to the expatriate market place for close to 20 years.  Services include an automatic fund-switching service that has outperformed all of the major indices since launch, and an instant online investment valuation system that is accessible 24/7. is unique in that it is fully integrated with the world's leading customer relationship management system to ensure that Essential's clients continue to receive the very best service wherever they might be, both now and in the future.

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