About us

Founded in 2004 by Jonathan Hunt and Dom Spalding, Expert Wealth Management is a Chartered and Accredited Financial Planning Firm based in Witney, Oxfordshire. We started out with the aim of providing tailored, comprehensive, relationship-focused advice to our clients, and we’re proud to say that’s never changed. We’re here to be your trusted partner, now and in the future.

Bringing great financial planning to life

We’re passionate about working with successful individuals and their families to help them achieve clarity, peace of mind and financial freedom.

Our core values are…

  • To deliver a great financial planning experience so that our clients have clarity, peace of mind, freedom and inspiration to live their most fulfilled lives.
  • To always respect where our clients are and never forget the trust they place in us.
  • To care for our clients and their families’ future as if it were our own.
  • To nurture and develop talented young people who share our values and vision for great financial planning.

 

Meet the Expert Wealth family

Our team is made up of a group of highly skilled, passionate people. It’s our job to look after our valued clients and make you feel like part of our tight-knit community. Come and meet us.

Meet the team

Financial planning explained

We’re not quite like other financial advisers. That’s because we’re financial planners – and that means we focus on people, not products. But what exactly is financial planning, and why does it matter?

Find out more

Meet our clients

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

Watch the videos

Working with Expert Wealth has enabled us to relax and let go.

John Dixon

Thanks to Expert Wealth, we no longer worry about our financial future.

Clive Liddle

They asked us questions which financial advisors don't normally ask.

Tim & Joy Foster

We want other people to have the same peace of mind that we have.

Martin & Valerie Lee

Get in touch

Please fill in the form and a member of our team will get back to you shortly.

01993 772 467
advice@expertwealth.co.uk
West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN