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 working with successful individuals and their families to provide tailored, comprehensive advice for their financial future.

We are delighted to have been included in the 2022 VouchedFor Top Rated guide. VouchedFor, a site like Tripadvisor but for financial services, created the guide to help identify the best of the best. We’re honoured to have been included.

On 26 April 2022, we were delighted to be announced as the winner of two different awards at the Professional Adviser Awards: Adviser Firm of the Year – South East and Adviser Firm of the Year – UK.

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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

Thanks to Expert Wealth, we no longer worry about our financial future.

Clive Liddle

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

Tim & Joy Foster

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

Martin & Valerie Lee

It's a joy to work with them.

Robert & Annie Burns

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