Expert Wealth Management

2020 will certainly go down in history as a momentous year, with the tragedy that is Covid-19, the painful global downturn that has ensued, the major curbs on personal freedom and the end of one of the most divisive presidencies in the US, carrying the headlines. What will almost certainly be a […]

With the four nations split in their response to the coronavirus pandemic, different tier systems, lockdowns, and local restrictions could apply across the UK at the start of the new year. But with vaccine rollouts starting and the potential for more areas to come out of the higher tiers as the overall […]

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term […]

A session with Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Louis Vollebregt studied psychology with the University of Groningen and made a career in financial services. He has several decades experience in various management and sales positions with Equity & Law/AXA […]

With winter just around the corner and the days growing shorter, read our 5 top tips to help you stay positive and banish the winter blues

The final days of Donald Trump’s Presidency are turning out to be a somewhat unedifying affair. Enough said. Yet when it comes down to the returns of stock markets under different Presidents – Democrat or Republican – does it really matter who is in power? Should we change our portfolios? Can we […]

Today, government bond yields and bank deposit rates sit very substantially – and uncomfortably – below where they were 5 and 10 years ago, in negative after-inflation terms and more-or-less-zero before inflation terms. In March this year, the UK Government issued its first negative-yielding gilt borrowing £3.8 billion at -0.003% for a […]

If we could invest by simply looking at what has done well in the recent past – and by that we mean the past few years, not just months – then life would be so much simpler. Unfortunately, rearview mirror investing is not the best way to build portfolios for the future, […]

The UK has a wealth of history and culture, with plenty of great days out for you and your family. From castles and stately homes to safari parks and museums, if you’re looking for UK day trips from the Oxfordshire area this autumn, look no further. Whether for the weekend or half-term […]

Jonathan and Dom met George Kinder over 10 years ago when they were becoming increasingly disparaged by the way Financial Planning was evolving in the UK. They felt there must be a better and more connected way to help people with their financial futures. After providing such insight, they have kept in close contact with George which has led to developing our fundamental ethos at Expert Wealth Management.

You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of around 200 client families. As Paraplanner you will be providing high quality support and ensuring complete and accurate records […]

‘Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.’ John D. Rockefeller To this day we can still relate to the words of American industrialist John D. Rockefeller, despite their utterance over a century ago. Be it a privately owned business or publicly listed […]

Investors love good stories. In recent years, many of these stories have centered around innovations that have fundamentally changed the way we live our lives. Some examples might include the release of the original Apple iPhone in 2007, the delivery of Tesla’s first electric cars in 2012 and the launch of Amazon […]

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]

When one looks into the future it soon becomes apparent that a crystal ball would be useful. Unfortunately, they are in short supply. At times of uncertainty, such as this, it can be tempting to run ‘what if’ scenarios in our heads, such as ‘perhaps I should move into tech stocks and pharmaceutical companies - as surely these sectors will do well’ or to pick out specific companies that appear likely to thrive in the future.

One of the positive consequences of the current lockdown is that it does provide the opportunity to revisit a few of those old tasks, hobbies and pleasures that always seem to get put on the back burner in our busy lives. For some that might be picking up a new or re-reading a favourite book. Here is an example of the latter: in the early 2000s Nassim Nicholas Taleb published a wonderful book titled ‘Fooled by Randomness’ with the descriptive sub-title ‘The hidden role of chance in life and in the markets’.

Here are a selection of helpful charts for you to download: FTSE100 vs EWM (Year to date) FTSE100 vs EWM (5 Years) Historical Markets (Return of the decade) Historical Markets (Bull and bear markets) Should you have any questions regarding this content, please contact us.

‘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 […]

Persistently skilled fund managers are a very rare commodity, hard to identify in advance and hard to live with over time. Anecdotes and examples of great managers are often used to justify active management, yet even some of the truly ‘great’ managers have failed to live up to their billing. Like the […]

We're looking for a motivated individual to join the Expert Wealth family! You will be working for an Independently owned Wealth Management Company working as part of a small team to provide administrative support to the Client Relationship Managers (CRMs) who are responsible for looking after our clients.