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?

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)

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Expert Opinion…

Dominic

3 Brexit Risks Posed To Your Portfolio & How To Mitigate Them

Dominic, October 8th, 2018

Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance that the government could fall. One or both of these events would come with great uncertainty. We set out three key investment risks relating to Brexit and how sensible portfolio structures can mitigate them.

Dominic

Politics and portfolios

Dominic, October 4th, 2018

Trump’s belligerence, China’s debt mountain, Putin’s malevolence, not forgetting Brexit and the prospect of a far-left leaning Labour Government: All this turmoil inevitably leads to concern over investment portfolios. Let's discover how well-structured portfolios are capable of riding out any storm.

Jonathan

Your Personal Financial Portal Is Coming!

Jonathan, August 28th, 2018

The world of financial self-serve technology is changing for the better, and we'll soon be making some significant improvements to our in-house systems. Find out more now.

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

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN

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.