The Basics Of Investing | Part 1 – Asset Classes

In this great Expert Wealth TV series we’ll explore the basics of investing in simple bitesize chunks.

In this first video, we’ll learn about asset classes. Hit play now to learn more.

Next movie in series

If you want great service from highly qualified, friendly Financial Advisers with a thorough investigative approach and measured, thoughtful advice - use EWM!!! J & ST (Abingdon)

Expert Opinion…

Surviving inevitable market falls

Jonathan, April 15th, 2018

It is important to remember that equity market falls are an inevitable part of the process of building wealth through equity ownership. This note seeks to put market falls in perspective and offers some behavioural tips for surviving them.

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Expert Wealth Organogram

Dominic, March 28th, 2018

We are delighted to bring you an Organogram displaying the structure of the staff that work here at Expert Wealth Management. This follows on from a point raised at our most recent Client Advisory Board, that knowing a little more about our organisational structure might be beneficial to our clients.

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Retirement income – it all used to be so easy

Jonathan, February 9th, 2018

Thirty years ago, securing an income in retirement was relatively simple; collect years of service in the company’s pension plan (or some government pension plan for public servants) and retire on a defined percentage of your final salary. A combination of poor government policy, weak investment strategy, and rapid increases in longevity has all but destroyed this type of pension.

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