Latest News

How to stay productive when working from home this Christmas

Dominic, November 16th, 2020

After months of working from home, you’ll have settled into routines that work for you. But can you stay productive as the festive period arrives?

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Banish the winter blues: 5 ways to stay positive as the nights draw in

Jonathan, November 16th, 2020

With winter just around the corner and the days growing shorter, read our 5 top tips to help you stay positive and banish the winter blues

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Help a struggling charity in a tax-efficient way this winter

Dominic, November 16th, 2020

It’s been a tough year for the charity sector, with shops shut and donations down. If you’re looking to help this winter, here are 5 tax-efficient ways you can

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Negative interest rates

Jonathan, November 11th, 2020

Today, government bond yields and bank deposit rates sit very substantially – and uncomfortably – below where they were 5 and 10 years ago, in negative after-inflation terms and more-or-less-zero before inflation terms. In March this year, the UK Government issued its first negative-yielding gilt borrowing £3.8 billion at -0.003% for a […]

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A return to homeworking and the awarding of Accredited status – Your Expert Wealth Team update

Dominic, October 5th, 2020

It’s been a busy month for Expert Wealth. After a challenging summer, the team made a brief – and Covid-secure – return to the office before government guidelines necessitated a return to homeworking. Be assured that it’s very much ‘business as usual’, as it was throughout lockdown. We are also proud to […]

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5 of the best day trips from Oxfordshire to try this weekend

Jonathan, October 5th, 2020

The UK has a wealth of history and culture, with plenty of great days out for you and your family. From castles and stately homes to safari parks and museums, if you’re looking for UK day trips from the Oxfordshire area this autumn, look no further. Whether for the weekend or half-term […]

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Understanding the pensions taper

Dominic, October 5th, 2020

September 14 marked the start of Pension Awareness Week in the UK. The national event aims to get people thinking about their retirement savings and their life after work. You have spent the best part of your career building a pension fund that will provide your desired lifestyle in retirement. Your pension […]

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Join The Expert Wealth Family As A Paraplanner

Jonathan, September 10th, 2020

You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of around 200 client families. As Paraplanner you will be providing high quality support and ensuring complete and accurate records […]

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This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)
T: 01993 772467      E: advice@expertwealth.co.uk

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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.

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