Latest News

Supporting Witney Foodbank During COVID-19

Dominic, May 5th, 2020

During these challenging times, many people in the Witney area are struggling to supply enough food for themselves and their families. This can be due to interruptions to regular income caused by the lock-down, delayed benefit payments or simply as a result of panic buying in our supermarkets.

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Important Information For Our Clients (During Coronavirus)

Dominic, March 20th, 2020

We're very aware of the difficulties being faced by the world right now and the extra uncertainty that this creates for us all as individuals. You'll be aware that at Expert we consider everyone part of the family and so the safety, health & welfare of our team, clients and their families is of paramount importance to us.

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Using Zoom For Client Meetings

Marcus, March 19th, 2020

In light of current events, Expert Wealth do not wish to cause further spread of the Coronavirus or risk infecting staff, clients or their families by continuing to meet face to face at this time. We will contact clients who have meetings already booked to offer a Zoom meeting or telephone call instead. Here's a handy guide to using Zoom.

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Our 2019 Annual Investment Report

Marcus, February 19th, 2020

We couldn’t agree more with Paul Samuelson that an investment portfolio should aim for steady growth rather than taking risks for the chance of making gains, however exciting or tempting that may be. 2019 saw a continued trend for the UK retail market to adopt the same approach, with net outflows from active funds of £3.1bn and net inflows to passive funds of £21.5bn for the year to date at the end of October.

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Bricks and mortar property fund suspensions. Again? Really?

Jonathan, January 6th, 2020

‘Its déjà vu all over again!’ Yogi Berra, famous baseball coach and part-time philosopher The recent announcement by M&G that it had taken the decision to suspend redemptions on its £2.5bn M&G Property Portfolio – after suffering ‘unusually high and sustained outflows’ estimated at £1bn over the past 12 months – is […]

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We’re Looking For An Administrator

Marcus, November 13th, 2019

We're looking for a motivated individual to join the Expert Wealth family! You will be working for an Independently owned Wealth Management Company working as part of a small team to provide administrative support to the Client Relationship Managers (CRMs) who are responsible for looking after our clients.

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Weathering Brexit Uncertainty (or “If it ain’t broke…”)

Jonathan, September 30th, 2019

There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficacy of a portfolio’s strategy should be judged not on the post-event outcome, but in terms of the quality, validity and prudence of its construction discipline in the face of future market uncertainty. Portfolios are well-structured around inalienable investment truths, particularly the value of deep diversification.

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Privacy Policy Update

Marcus, July 15th, 2019

At Expert Wealth we're always working to improve the standard of our service to you. In order to better comply with a number of EU directives on digital privacy, you might have noticed a banner appear on our website advising you about our use of cookies, and encouraging you to review our privacy policy.

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From early July we’ll be recording all incoming calls

Dominic, June 4th, 2019

At Expert Wealth, we're always looking for ways to improve the standard of service we offer. We would like to inform you we will begin recording all incoming calls to Expert Wealth from the end of June 2019. This will allow us to monitor the quality of service we're offering on the phone, and give you all the same security you would have when you're meeting us face to face in the office.

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You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for. L.W. (Bath)
T: 01993 772467      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.