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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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You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for. L.W. (Bath)

Expert Opinion…

How Much Money Can You Gift without Tax?

Jonathan, July 1st, 2017

How much money can you gift without tax? We answer the question of how much money can you gift without tax and offer our top-level advice for inheritance tax planning. See also: Our Comprehensive Guide to Inheritance Tax Planning Trust Planning & Gifting: An Overview What Is a Trustee? The Roles and […]

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So, it is a hung Parliament…

Jonathan, June 9th, 2017

As dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller.  The UK has a hung Parliament, with no party holding an absolute majority.  Such is the unpredictability of a parliamentary democracy.  If you ask the people of the UK what they think, […]

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How deep is your risk?

Dominic, June 6th, 2017

All investors know that they need to take risks in order to achieve returns higher than cash. If you asked ten investors if equities were more risky than cash, most would agree; but that depends on how one understands risk. The investment industry has done a poor job of explaining risk as […]

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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.