Posts by Dominic
From early July we’ll be recording all incoming calls
At Expert Wealth, we're always looking for ways to improve the standard of service we offer. We would like to inform you we will begin recording all incoming calls to Expert Wealth from the end of June 2019. This will allow us to monitor the quality of service we're offering on the phone, and give you all the same security you would have when you're meeting us face to face in the office.
Quarterly investment report April 2019
Quarterly Investment Report January 2019
Quarterly Investment Report October 2018
The aim of this report is to show clients how the six EWM portfolios compare to other investment management groupās result in the period 1st September 2015 to 30th September 2018.
