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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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Thank you for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said! D.T.H. (Stratford-upon-Avon)

Expert Opinion…

A Comprehensive Guide to Funding for Care Homes

Dominic, November 22nd, 2016

Are you worried about funding yourself or a loved one in care? While many people dream of a wonderful retirement on the high-seas as the cruise liner sails into the setting sun, spending their time sunbathing on a Mediterranean beach, or playing as many rounds of golf as they can cram into […]

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Income Tax on Pensions: Investment Allowances & Reliefs

Jonathan, November 19th, 2016

Making the most of tax relief on your pension Most of us pay into a pension, knowing that it’s the best way to secure an income once we stop working. Less widely recognised is that pensions are among the most tax-efficient ways of saving for the future, as you can receive tax […]

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The US election: the one thing we can be sure about is uncertainty

Dominic, November 7th, 2016

The referendum on Scottish independence, Grexit, China’s slowdown and most recently Brexit, have come and gone, in market terms, with most investors sitting on healthy increases in their portfolios since 2014, despite uncertainty at the time. However, it is not a bad thing to revisit the robust rationale for the structure of our client portfolios, particularly at such a time.

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T: 01993 772467      F: 01993 775067      E: advice@expertwealth.co.uk

Expert Wealth Management, First Floor, 2 Compton Way, Witney, Oxfordshire, OX28 3AB


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.