Expert Wealth Management

To round off our series of educational client events for 2020 we are delighted to welcome back Neil Bage. Neil is a Co-Founder of Be-IQ, a behavioural insights platform that is transforming how client-focused financial services companies deliver financial wellbeing. He’s become well known for helping financial planners better understand human behaviour […]

We were delighted to welcome Abraham to our virtual stage to talk about what we have learned from investing in 2020. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline, the software we use to help us understand and best advise […]

There are few bigger priorities for people today than investing for the future. A combination of the rising cost of health and education, soaring house prices, longer life expectancy and the increasing strain on welfare budgets means it’s vital that everyone does what they can to remain financially independent for the rest […]

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 […]

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.

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 […]

We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.

So to see what links armed robbery, lemon juice, photographs of Norway, Charles II and our ability to make decisions in a world increasingly full of information, be sure to catch up with this fascinating discussion below.

The world of financial planning can be complex and technical. It's sometimes easy to lose sight of why having a financial plan is so important! We recently came across this amazing video of Doris Day, singing in the 1950's and felt it was an apt reminder of what we're trying to achieve in the Expert Wealth family. Have a look!