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.
This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated. A.S. (London)

Expert Opinion…

Quarterly investment report July 2018

Dominic, July 12th, 2018

The aim of this report is to demonstrate how the performance of EWM investment portfolios compares to that of other investment management groups. To do this we use Asset Risk Consultants (ARC) Private Client Indices.

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Living on planet GARS: Lessons in how (NOT) to invest

Abraham Okusanya, June 12th, 2018

A recent article in the Guardian is the latest indictment of the Standard Life GARS fund. The fund has underperformed on virtually all imaginable benchmarks over the last three and five years.

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Some thoughts on bonds…

Dominic, June 11th, 2018

Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation. This is, unfortunately, an accident waiting to happen. The phrase ‘picking up pennies in front […]

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


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