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
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