Some articles by 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.

Read More
The Basics Of Investing | Part 2 – Different Types Of Risk

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 second video, we'll learn about the different types of risk.

Read More
The Basics Of Investing | Part 3 – Market Returns

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 third video, we'll learn about the predictability of market returns.

Read More
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?

Read More
The Value of Advice | Part 2 – Asset Allocation

Expert Wealth, December 18th, 2017

In the second in our series of videos on the value of financial advice, we'll find out more about Asset Allocation.

Read More
The Value of Advice | Part 3 – Cost Control

Expert Wealth, December 18th, 2017

In the third in our series of videos on the value of financial advice, we'll find out more about cost control.

Read More
The Value of Advice | Part 4 – Maintenance

Expert Wealth, December 18th, 2017

In the fourth in our series of videos on the value of financial advice, we'll discover the importance of maintenance.

Read More
The Value of Advice | Part 5 – Coaching

Expert Wealth, December 18th, 2017

In the last in our series of videos on the value of financial advice, we'll discover the importance of ongoing coaching.

Read More
Is Life Planning The Future Of Financial Planning?

Expert Wealth, June 11th, 2015

The stories were everywhere following the collapse of the financial sector and they all read the same way. People had put money away for a rainy day, only to find it had evaporated. Many of these people had invested in hedge funds, which they had hoped would get them rich, or had […]

Read More
Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions. Graham & Marian Hall
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.