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…

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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Absolute Return Promises – Easy to make, but hard to keep

Jonathan, September 9th, 2016

The combination of short-term market uncertainty, human nature and an immediately attractive sounding moniker for an investment is a marketing man’s dream.  The investment industry has been masterful at constructing and selling such products, not least ‘absolute return’ products,  which employ active management strategies that seek to deliver positive (absolute) returns in […]

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How To Find A Financial Advisor You Can Trust

Jonathan, September 2nd, 2016

How to choose a financial advisor Making the most of your finances is much easier with professional guidance. A financial advisor can provide you with a host of services and advice to help you make the most of your assets, both now and for the long term. You can find out all about […]

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T: 01993 772467      F: 01993 775067      E:

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