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.