Expert Wealth Organogram

We are delighted to bring you an Organogram displaying the team 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 for our clients.

The Organogram shows the team (and their roles) within the firm, as well as displaying some of the 3rd parties we work with in other areas. The link below will take you to more detailed profiles of each individual available here.

Click here now to download the organogram.

If you have any questions regarding this, please do not hesitate to get in touch.

Dominic

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.
Just a line to thank you for the meeting today, and for another of year of prudential stewardship of our assets on your part. Graham & Liz

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Your Personal Financial Portal Is Coming!

Jonathan, August 28th, 2018

The world of financial self-serve technology is changing for the better, and we'll soon be making some significant improvements to our in-house systems. Find out more now.

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Despite long-term, deeply embedded memories that summers are generally warm and sunny, nothing is certain. In fact, long-runs of unpredictable summer weather are the norm, not the exception. The last few weeks have seen wonderful weather, but to make the point we still hark back to the fact that the last time this happened was in the summer of 1976, 42 years ago!

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It's an important part of Expert Wealth Management's vision that we make an active contribution to our local community. Around a month ago we saw an opportunity to purchase a Defibrillator unit for the Mickey Cranks Cycling Club.

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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


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