Expert Wealth Management Independent Advice, Expertly Delivered Find Out More

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 just wanted to say thank you very much for taking time to talk me through the pensions maze! You have been extremely helpful in helping me to make a decision. Tracey Smith

Expert Opinion…

Professional Financial Advice Using a Financial Planner

Jonathan, October 14th, 2016

How can using a financial planner help you? At Expert Wealth Management we pride ourselves on providing good quality, impartial, financial advice. Planning your finances properly can allow you to prepare for all scenarios. One of the tragedies of the recent recession is that people found themselves facing redundancy due to the […]

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Personal Tax Advice with Our 2016/17 Tax Guide

Jonathan, October 4th, 2016

Personal Tax Advice As the end of the year draws closer, the thoughts of many business owners and freelancers turns to tax. And for many of them, it’s a burden they could do without. Nobody said tax was an easy subject to get a handle on and you may find evaluating tax […]

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How Will Brexit Affect My Mortgage?

Jonathan, September 13th, 2016

How will Brexit affect my mortgage? Predictions of a housing market price drop as a result of Brexit have sent many homeowners into quiet panic. Many fear that leaving the EU will result in a drop in the value of the pound, a rise in inflation, higher prices for the British public, […]

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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