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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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I wanted to say a big thank you to Jonathan on behalf of the family, and especially from my Dad, who would have been so very pleased with the final outcome of the estate. This year should see the family able to draw a line under the estate and to continue life with the loving memories of our parents. A sincere thank you. We could not have done it without you. A.B. (Abingdon)

Expert Opinion…

Financial Planning Week: Plan Your Finances For The Future You Want

Dominic, May 26th, 2016

Raising awareness for the benefits of financial planning Expert Wealth Management are proud to have registered their interest in Financial Planning Week 2016. Each year, the Chartered Institute for Securities and Investment (CISI) runs Financial Planning Week, a campaign designed to unify the financial planning profession and highlight the positive impact financial […]

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Financial Advice: Should You Pay Off Your Mortgage Early?

Jonathan, May 13th, 2016

Are you thinking about paying off your mortgage early? Being in the position to pay off your mortgage early is a wonderful thing. But before you take the plunge, it’s important to consider whether this is the right move for you. Everybody’s situation is different. It’s essential to weigh up the financial […]

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The fall and decline of buy-to-let?

Jonathan, May 4th, 2016

The halcyon days of buy-to-let may well be behind us The British continue their love affair with being buy-to-let landlords. After all, with bank deposit and mortgage rates so low, and a rapidly rising property market, it all seems so simple: take your cash and make a 20% down payment on a […]

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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.