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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 again for the caring way you have dealt with our Auntie V and her finances. It's a great weight off our minds and she is very happy with it too. P.C. (Wallingford)

Expert Opinion…

What Is A Cash Flow Forecast And How Can It Help Me Save?

Jonathan, August 24th, 2016

What is a cash flow forecast? One of the best routes to strong budgeting and stress reduction is to prepare a cash flow forecast. Kept accurate and up to date, a cash flow forecast will help to inform your spending decisions and flag up future problems before they arise. So what is a […]

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7 Golden Stress-Free Budgeting Tips

Jonathan, August 26th, 2016

Budgeting tips for bigger savings It’s easy to get carried away when splashing out. Sometimes even the essentials can be a struggle. If you’re beginning to feel the pinch, here are our 7 golden stress-free budgeting tips to make life a little easier. 1. Save on essentials It doesn’t take much for […]

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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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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.