Privacy Policy Update

At Expert Wealth we’re always working to improve the standard of our service to you. In order to better comply with a number of EU directives on digital privacy, you might have noticed a banner appear on our website advising you about our use of cookies, and encouraging you to review our privacy policy.

In regard to cookies, we actually don’t use any that could be considered personally identifiable, and the ones we do use are security locked to our website and expire after a short time period anyway. They’re simply a tool to help the website remember certain pieces of information which make your life easier should you need to enter anything into our online forms.

Concerning the actual data and information you choose to share with us; this has been, and will always be treated with the utmost care and security.

And concerning the actual data and information you choose to share with us; this has been, and will always be treated with the utmost care and security.

In the modern digital world we feel that it’s important to have a clear and transparent statement available for all to see. If you have any questions regarding anything you have read here, or in the privacy statement itself, please don’t hesitate to ask.

 

Marcus

About the Author

Marcus started work in financial services in 2016 and prior to joining the profession, was based in Uganda for a few years, working for a small environmentally-focussed NGO. Outside of work he enjoys spending weekends exploring the Cotswolds with his partner Niamh and their dog. Read more from Marcus...
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.
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…

Weathering Brexit Uncertainty (or “If it ain’t broke…”)

Jonathan, September 30th, 2019

There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficacy of a portfolio’s strategy should be judged not on the post-event outcome, but in terms of the quality, validity and prudence of its construction discipline in the face of future market uncertainty. Portfolios are well-structured around inalienable investment truths, particularly the value of deep diversification.

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Quarterly Investment Report – June 2019

Dominic, August 6th, 2019

Welcome to our quarterly returns bulletin for the end of June. First of all, we feel we should apologise for being a little tardy with this one. Our excuse is that we have all been away on our holidays and when not doing that, busy serving our lovely clients! This month, we’re going to turn our attention to the benefits of doing nothing.

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How long is long term?

Jonathan, September 23rd, 2019

For many investors – particularly those in retirement - the question ‘how long is long-term?’ could also be translated as ‘I’m getting on a bit, so should I still be investing in the stock market?’. When is comes to systematic investing – that is to say, capturing specific market risks in a disciplined and rules based manner – a subsidiary question might also be ‘should I still own value and small cap stocks, as their excess returns, relative to the market, can take some time to come through?’.

Read More
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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.