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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This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)

Expert Opinion…

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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Are You Seeking Independent Financial Advice In Oxfordshire?

Jonathan, June 14th, 2016

Financial advice you can trust in Oxfordshire   Independent financial advice is a road map for your future. It will help to put your mind at ease, as well as ensure your long-term financial and life planning goals are achieved. A common misconception is that only those who have a substantial amount […]

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Planning For Retirement: How Healthy Are Your Pension Savings?

Jonathan, June 13th, 2016

How are you planning for your retirement?   For most of us, we’ve understood that over the course of our working lives our regular pension contributions will build up a lump sum that will then pay us, hopefully, a healthy retirement income. But now the rules have changed and pensioners have much […]

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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