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.

Planning for retirement

At retirement

Business owners, professionals & executives

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.

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Meet our clients

Don’t just take our word for it. Meet some of our real clients and hear how their lives have changed.

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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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