About us
Weāre a Chartered and Accredited Financial Planning Firm helping people achieve clarity, peace of mind and the inspiration to live life to the full.
Established in 2004 in Witney, Oxfordshire with a national reach, we're passionate about working with successful individuals and their families to provide tailored, comprehensive advice for their financial future.
On 25 April 2023, we were delighted to be announced as the winner of 'Adviser Firm of the Year ā South East' at the Professional Adviser Awards 2023.
As a firm, we adhere to the Financial Vulnerability Taskforce charter. This was created to be an informed source of positive influence on policy makers, professionals and the general public. This helps us be seen as a āsafe pair of handsā, especially by those who find themselves in vulnerable circumstances. To learn more about the Financial Vulnerability Taskforce charter please click on the badge.
Meet our clients
Donāt just take our word for it. Meet some of our real clients and hear how their lives have changed.
Watch the videosWhy choose us
We go beyond the remit of your typical financial advisers. We focus on your goals and the journey ahead of you, then carefully put a plan in place to ensure you reach wherever you want to be. Itās real financial planning, and itās what makes us different.
But thatās just one of the reasons why people come to us. Discover what else sets us apart from the crowd.
Sustainability at Expert Wealth
Expert Wealth Management aims to operate wherever possible in a sustainable and environmentally friendly manner ā to make the world a better place for current and future generations. All businesses have an impact on the planet, and that impact affects us all.
Our Carbon Dioxide emissions overall are already quite low but weāre aiming to embody a positive social and environmental impact by working towards a ānet-positiveā contribution. Weāre committed to becoming as sustainable as possible.
READ MOREWeāre Top Rated
Weāre delighted to feature in the 2025 VouchedFor Top Rated guide. VouchedFor, a site similar to Tripadvisor but for financial services, release their guide every year to identify the best of the best in financial services.
Being on this list is a huge honour and weāre proud to have been recognised.
MORE INFOGet in touch
Please fill in the form and a member of our team will get back to you shortly.