Expert Wealth Management

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 […]

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.

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.

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.

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.

‘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 […]

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.

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.