Latest News

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 […]

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
Markets fell in 2018 – but keep this in perspective…

Jonathan, February 4th, 2019

December 2018 dished up a rather distasteful present for the holiday period. Many lines were written in the broadsheets about the global equity market falls, but were they really anything out of the ordinary? The challenge for investors today is that they have been spoiled by the run of strong returns since the Credit Crisis, with only one down year since 2008 until, that is, 2018.

Read More
Quarterly Investment Report January 2019

Dominic, January 25th, 2019

As I write this briefing, it has just been announced that legendary fund manager, and founder of Vanguard Group, John (Jack) Bogle has passed away. I appreciate than many of you will not have heard of him; but it is estimated that thanks to Jack Bogle, investors have saved $175 billion in […]

Read More
Expert Wealth & FinalytiQ – An Enlightening New Partnership

Jonathan, October 22nd, 2018

Sharp eyed clients may have noticed guest content from the fantastic Abraham Okusanya of FinalytiQ contributed to our Expert Opinion section earlier this year. We're now pleased to be able to announce a new partnership between Expert Wealth and FinalytiQ that will allow us to further improve the standard of service we can offer our clients.

Read More
3 Brexit Risks Posed To Your Portfolio & How To Mitigate Them

Dominic, October 8th, 2018

Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance that the government could fall. One or both of these events would come with great uncertainty. We set out three key investment risks relating to Brexit and how sensible portfolio structures can mitigate them.

Read More
Politics and portfolios

Dominic, October 4th, 2018

Trump’s belligerence, China’s debt mountain, Putin’s malevolence, not forgetting Brexit and the prospect of a far-left leaning Labour Government: All this turmoil inevitably leads to concern over investment portfolios. Let's discover how well-structured portfolios are capable of riding out any storm.

Read More
We’re both grateful for the meeting which has made us more confident of finances going forward. Like you always say, “keep doing what you’re doing”. A & RA (Worcester)
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.