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About You

We’ve found as we’ve worked with our clients over the years, that you’re most likely to benefit from a working relationship with Expert Wealth Management if you…

Are transitioning into or planning for retirement

Have investable assets of at least £250,000 or an annual salary in excess of £75,000

Live in the Oxford area in convenient reach of Witney

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About Us

We are a boutique Chartered Financial Planning practice providing a highly personalised and independent service to clients who are busy doing the things they love. We…

Help you define & achieve your financial goals

Understand that we must earn the right to become your trusted adviser

Love the work we do & the difference we make to our clients

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Thank you for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said! D.T.H. (Stratford-upon-Avon)

Expert Opinion…

What Is A Trustee: The Roles & Duties Explained

Jonathan, July 20th, 2016

The role of a trustee may be assigned to you from your closest friends or family. It comes with significant responsibilities and demands the highest standards of probity. The person selected should handle this role with honesty, integrity, and clear judgement. What is a trustee? A trustee is described broadly as an […]

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So it is ‘leave’…

Dominic, June 26th, 2016

The UK woke on Friday the 24th June to a vote to leave the EU, the Prime Minister is set to leave office in October and the markets are suffering a bout of jitters.  We all knew that these were possibilities.  To some this is a good day, to others it is not. […]

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A lighter look at the European Referendum

Jonathan, June 14th, 2016

With the European referendum fast approaching it is really important for us all to understand the historical significance of political decisions been made in the past and how they might impact us today. As we all know European has a long history involving two world wars, natural disasters, walls going up, walls […]

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Expert Wealth Management, First Floor, 2 Compton Way, Witney, Oxfordshire, OX28 3AB


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.