Expert Wealth Management | Financial Planning & Advice in Oxfordshire

Independent Advice, Expertly Delivered Financial planning as it should be

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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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Expert Wealth TV…

Jonathan

Is Stock Picking Worthwhile?

Jonathan, December 28th, 2017

Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise? Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there's a very cold dip involved!).

Expert Wealth

The Basics Of Investing | Part 1 – Asset Classes

Expert Wealth, December 15th, 2017

In this great Expert Wealth TV series we'll explore the basics of investing in simple bitesize chunks. In this first video, we'll learn about asset classes.

Expert Wealth

The Value of Advice | Part 1- Do I need an adviser?

Expert Wealth, December 18th, 2017

In the first in our series of videos on the value of financial advice, we'll ask the key question - Do I need an adviser?

Dear Dom, Thank you for a very helpful meeting this afternoon. I always find seeing you a valuable reflective space, not least because you are such an excellent listener and so self-evidently a safe pair of hands. CL & MF (Oxford)

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Expert Opinion…

Jonathan

Costs Really Do Matter

Jonathan, December 3rd, 2018

Human beings are not well wired to be investors. Not only are we not very good with percentages - often accepting seemingly small percentage charges as immaterial - but we also grossly underestimate the impact of compounding these deductions from our portfolios over time.

Dominic

Quarterly Investment Report October 2018

Dominic, October 26th, 2018

The aim of this report is to show clients how the six EWM portfolios compare to other investment management group’s result in the period 1st September 2015 to 30th September 2018.

Jonathan

Expert Wealth & FinalytiQ – An Enlightening New Partnership

Jonathan, October 22nd, 2018

Sharp eyed clients may have noticed guest content from the fantastic Abraham Okusanya of FinalytiQ contributed to our Expert Opinion section earlier this year. We're now pleased to be able to announce a new partnership between Expert Wealth and FinalytiQ that will allow us to further improve the standard of service we can offer our clients.

T: 01993 772467 F: 01993 775067 E: advice@expertwealth.co.uk

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN

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.