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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…

The Wheel Of Life

David Crowe, November 9th, 2017

Step one of our relationship with you at Expert Wealth management is to work with you to establish what you want to get out of life so we can support those goals. But what if you don’t know yet? When life is busy, or all our energy is sometimes focused in a […]

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Is Investment Diversification the Right Strategy For You?

Jonathan, October 5th, 2017

All you want is to get a decent return without too much worry, so what is diversification and how can it work for you? Many professional investors are experts in their field. They can specialise in a market and make informed decisions quickly. They buy and sell their shares at exactly the […]

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Being In It For The Long Haul…

Dominic, October 3rd, 2017

As Expert Wealth Management celebrate our 13th year of business this week, we thought it would be a great time to talk about the importance of a measured approach to portfolio management. For investors who adopt a systematic buy-hold-rebalance approach to investing, it can be tempting to question why the portfolio seems […]

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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.