Expert Wealth Management

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!

Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise? Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there's a very cold dip involved!).

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.

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.

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.

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?

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

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

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

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