Important Information For Our Clients (During Coronavirus)

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.

When we’re going through tough times it’s really important that we maintain focus on where we want to get to, without getting sucked in to the here and now.

We’ll get through this as we have done with every other crisis in the past.

You’ll know we’re big fans of Hans Rosling’s book ‘Factfulness – ten reasons we’re wrong about the world and why things are better than you think’. If any of our clients would like a free copy do let us know, and we’ll send you a version to read on your Kindle 🙂

As of Friday the 20th March, we will be fully set up to work remotely and our aim is business as usual; you should not experience or notice any difference in service; we’re here for you as and when you wish to get in touch.

Client meetings

We do not wish to cause further spread of the virus 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. We have a guide to using Zoom available here.

All new meeting bookings will be via Zoom until such time as the official guidance changes. Kerry and Allison will be in touch to book annual progress meetings in the usual way, but if you’d like to check in with us in the interim you can book yourself in here.

As you’d expect, we will be keeping our processes under review and will issue further updates should anything change.

Our Portal

We have been rolling out our portal over the last few months and many of you are now registered. The system allows for the secure transfer of information between you and your advice team and is likely to be of great use in the present environment. If you’ve yet to use it, you can sign up and log in here.

If you’re struggling to gain access, please don’t hesitate to give us a call.


At this stage, we are assuming that the post service will continue to function and are arranging collection from the office twice a week. This will inevitably lead to some small delays in our process for which we ask your patience.

To keep communication quick and secure, we encourage all clients to use our Portal for sending documents to us.

We would be glad to help any of your colleagues, friends or family who need it

The world is a scary place right now; when I watch the news, I get anxious in the same way I know many of you do. People are worried about more important things than money, but of course are also concerned about whether they’re going to be okay financially.

We want to help more people like you make smart decisions about their money so if you have friends, family or colleagues who might benefit from talking to us, please do pass on our details.

All best wishes,



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

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:

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

Join The Expert Wealth Family As A Paraplanner >