Oxfordshire’s only Chartered and Accredited Financial Planning Firm

About you

We believe the Expert Wealth Management team and its clients are one family with common goals and a shared vision for the future. Find out more about the kinds of people we work with and how we can help.

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 making financial freedom accessible and achievable to all - so that no matter who you are, you can have the confidence to fulfil your goals and aspirations.

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Expert Wealth Management profile

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 videos

They asked us questions which financial advisors don't normally ask.

Tim & Joy Foster

I feel my finances are sitting with a wholly professional, wholly trustworthy, wholly honest pair of hands.

Heather Naylor

It's a joy to work with them.

Robert & Annie Burns

We want other people to have the same peace of mind that we have.

Martin & Valerie Lee

Why 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.

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Get in touch

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West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN