Expert Wealth TV

Enjoy yourself!

Jonathan, June 5th, 2019

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!

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Is Stock Picking Worthwhile?

Jonathan, December 28th, 2017

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!).

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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.

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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.

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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.

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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?

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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.

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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.

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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.

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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.

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Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. MB & TB (Oxfordshire)
T: 01993 772467      E: advice@expertwealth.co.uk

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