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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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Jonathan - I would like to say how much Tricia and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. Mike & Tricia Buckingham

Expert Opinion…

Will I Have to Pay for My Care Home?

Jonathan, January 6th, 2017

Understanding the cost of care homes As time goes on, financial planning for the future becomes more important. For those of us looking to ensure we’re comfortable into our later years, calculating the cost of care homes is an essential part of that planning. It may seem far off for some, but […]

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What is Annuity? And How does it Work?

Jonathan, January 4th, 2017

What is annuity: getting the most from your life savings What is annuity? We all know we should save a pension when we can work so that we can afford to live comfortably when we don’t. It’s generally understood that we each have a pot, amassed over the course of our working […]

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Findings from the FCA’s Asset Management Market Study

Jonathan, December 19th, 2016

Active vs. Index Investments Back in the day active fund managers were all there were – you called the stockbroker who managed your portfolio. But then came the Big Bang. Computers were brought into fund management and the automated tracker fund was born. As technology became progressively better, many started to become […]

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

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.