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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…

Pension Investments: The Rules and Regulations Explained

Jonathan, February 3rd, 2017

Understanding pension investments The security of a state pension can tempt many people into putting off personal pension investments. But the sooner you start saving, the better off you will be when the time comes to retire, enabling you to enjoy your retirement with friends and family and save for essential outgoings […]

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If I were a rich man…

Jonathan, February 1st, 2017

We tend to assume that wealth is accumulated over time, often growing fastest in the later working years. Yet, in a broader sense, we are all born with wealth in the form of human capital, which represents the value of the earning potential that we have over our working lifetime. As younger people have a long time to go before they will need the money, the advice they receive is often that excess earnings should be invested predominantly in equities. A subtler approach takes into account the attributes of each person’s human capital which ranges from bond-like to equity-like in nature.

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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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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.