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

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 announce that earlier this month we achieved Accredited status, making Expert Wealth the only financial planning firm in Oxfordshire to hold both Chartered and Accredited status.

‘Gold standards’ of our profession, they acknowledge, among other things, our expertise, ethical practices, and commitment to achieving excellent customer service. Keep reading to find out what that means for you.

Expert Wealth gain Chartered and Accredited status

Expert Wealth is built on a foundation of professionalism and expert knowledge in our field and a commitment to ensuring that you achieve the best possible financial outcomes.

This is recognised by our Chartered and Accredited status.

  • What is Chartered Status?

Chartered status is the gold standard in financial planning.

It is awarded to advisers and planners who demonstrate knowledge, skill, and professionalism through qualifications and continuing professional development. A company must also show and promote the highest ethical standards.

It’s the highest mark of trust in our industry and that gives you the peace of mind that you are dealing with professionals bound to a formalised Code of Ethics, and with the knowledge to help you achieve your financial goals.

It also highlights our commitment to professional development. By ensuring our knowledge is up to date, and through constant improvement as a business, we’re on hand to give you the best possible guidance in an ever-changing landscape.

  • What about Accredited status?

This month, Expert Wealth has also been awarded Accredited status from the Chartered Institute for Securities and Investment (CISI). The CISI is the leading professional body for securities, investment, and financial planning professionals.

Having met the highest standards of excellence in our profession, we join an exclusive list of 69 other CISI Accredited companies as one of ‘the most trusted financial planning firms in the UK.’

Not only do we join a select number of advisers nationally, but it also singles us out locally.

We are the only financial planning company in Oxfordshire to hold both Chartered and Accredited status.

If you’re looking for financial planning services, our status sets us apart, so why not speak to us now?

  • Get in touch

If you have questions about any aspect of your current finances or your long-term financial goals, please get in touch. Find out what our Chartered financial planners can do for you.

A return to remote working

Back in March, as the extent of the coronavirus pandemic became understood, Expert Wealth sent their staff home with all the tools necessary to be efficient and effective while working from home.

Working remotely presented a unique set of challenges and we were proud, although not surprised, by the professionalism and adaptability shown by all. We were able to adhere to government guidelines, keep our staff safe, and maintain the high level of service you’ve come to expect.

As lockdown was lifted and government guidelines changed, we began making positive steps toward bringing our team back together.

Those of you that have visited our offices will know that our converted barn premises present a challenge to social distancing. But, having conducted a risk assessment, we put screens in place and adopted staggered start times for employees.

Alongside hand sanitiser and clear signage, our dedicated team managed to create a safe and comfortable working environment and we got back to full capacity for a brief time.

It was great to see everyone and wonderful to be back.

However, in line with the most recent government guidelines, we have now returned to homeworking (as of 24 September) and expect this to remain the case for some time.

As we move to remote working once more, be assured that we will continue to provide ‘business as usual’. Zoom calls remain available and we would encourage you to get in touch.

In the meantime, stay safe, and look out for further office updates as and when the situation changes.


About the Author

Dom is a qualified and experienced Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years experience. His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement. Read more from Dominic...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
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)

Expert Opinion…

5 staycation destinations for an early break in 2021

Jonathan, December 11th, 2020

With the four nations split in their response to the coronavirus pandemic, different tier systems, lockdowns, and local restrictions could apply across the UK at the start of the new year. But with vaccine rollouts starting and the potential for more areas to come out of the higher tiers as the overall […]

Read More
Your guide to the art of perfect sleep

Dominic, December 11th, 2020

Sleep plays an important role in our physical and mental health. A good night’s rest can heal and repair our bodies and consolidate memories. Prolonged bad sleep, on the other hand, is linked to high blood pressure and problems such as anxiety and depression. A good night’s sleep is crucial but not […]

Read More
5 tips for a better work-life balance as a business owner

Dominic, December 11th, 2020

Striking a positive work-life balance as a business owner has been difficult this year, but it is vital for physical and mental health. Here are five tips to help.

Read More
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.

Join The Expert Wealth Family As A Paraplanner >