About us
We’re 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 – 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 ‘safe pair of hands’, 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
Don’t 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. It’s real financial planning, and it’s what makes us different.
But that’s 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 – 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 we’re aiming to embody a positive social and environmental impact by working towards a ‘net-positive’ contribution. We’re committed to becoming as sustainable as possible.
READ MOREWe’re Top Rated
We’re delighted to have been included in the 2023 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.
To be included is a huge honour and we’re proud to have been included.
Get in touch
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