Expert Wealth Management | Financial Planning & Advice in Oxfordshire

Independent Advice, Expertly Delivered Financial planning as it should be

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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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Expert Wealth TV…

Jonathan

Is Stock Picking Worthwhile?

Jonathan, December 28th, 2017

Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise? Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there's a very cold dip involved!).

Expert Wealth

The Basics Of Investing | Part 1 – Asset Classes

Expert Wealth, December 15th, 2017

In this great Expert Wealth TV series we'll explore the basics of investing in simple bitesize chunks. In this first video, we'll learn about asset classes.

Expert Wealth

The Value of Advice | Part 1- Do I need an adviser?

Expert Wealth, December 18th, 2017

In the first in our series of videos on the value of financial advice, we'll ask the key question - Do I need an adviser?

Expert Opinion…

Marcus

Our 2019 Annual Investment Report

Marcus, February 19th, 2020

We couldn’t agree more with Paul Samuelson that an investment portfolio should aim for steady growth rather than taking risks for the chance of making gains, however exciting or tempting that may be. 2019 saw a continued trend for the UK retail market to adopt the same approach, with net outflows from active funds of £3.1bn and net inflows to passive funds of £21.5bn for the year to date at the end of October.

Dominic

Taking small steps towards a more sustainable world

Dominic, February 4th, 2020

It does feel as if the world is at an inflection point: step up to the challenges of global warming and other non-sustainable pressures on the Earth’s resources today or let our children and grandchildren reap the havoc of the melting ice caps; sea water level rises; deforestation and a decline in biodiversity; desertification and the potential social and migratory upheaval that will accompany it.

Jonathan

Bricks and mortar property fund suspensions. Again? Really?

Jonathan, January 6th, 2020

‘Its déjà vu all over again!’ Yogi Berra, famous baseball coach and part-time philosopher The recent announcement by M&G that it had taken the decision to suspend redemptions on its £2.5bn M&G Property Portfolio – after suffering ‘unusually high and sustained outflows’ estimated at £1bn over the past 12 months – is […]