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
 Virtual Afternoon Tea Replay – Living Life to the Full with Louis Vollebregt

Jonathan, November 18th, 2020

A session with Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Louis Vollebregt studied psychology with the University of Groningen and made a career in financial services. He has several decades experience in various management and sales positions with Equity & Law/AXA […]

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Jonathan
 Virtual Afternoon Tea Replay – Jan-Carl Plagge

Jonathan, July 6th, 2020

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]

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Dominic
 Virtual Afternoon Tea Replay – With Abraham Okusanya

Dominic, June 15th, 2020

We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.

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Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions. Graham & Marian Hall
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Expert Opinion…

Jonathan
 5 staycation destinations for an early break in 2021

Jonathan, December 11th, 2020

With the four nations split in their response to the coronavirus pandemic, different tier systems, lockdowns, and local restrictions could apply across the UK at the start of the new year. But with vaccine rollouts starting and the potential for more areas to come out of the higher tiers as the overall […]

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Dominic
 Your guide to the art of perfect sleep

Dominic, December 11th, 2020

Sleep plays an important role in our physical and mental health. A good night’s rest can heal and repair our bodies and consolidate memories. Prolonged bad sleep, on the other hand, is linked to high blood pressure and problems such as anxiety and depression. A good night’s sleep is crucial but not […]

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Dominic
 5 tips for a better work-life balance as a business owner

Dominic, December 11th, 2020

Striking a positive work-life balance as a business owner has been difficult this year, but it is vital for physical and mental health. Here are five tips to help.

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T: 01993 772467      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.
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