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.
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…

Our 2019 Annual Investment Report

Marcus, February 19th, 2020

We couldn’t agree more with Paul Samuelson that an investment portfolio should aim for steady growth rather than taking risks for the chance of making gains, however exciting or tempting that may be. 2019 saw a continued trend for the UK retail market to adopt the same approach, with net outflows from active funds of £3.1bn and net inflows to passive funds of £21.5bn for the year to date at the end of October.

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Taking small steps towards a more sustainable world

Dominic, February 4th, 2020

It does feel as if the world is at an inflection point: step up to the challenges of global warming and other non-sustainable pressures on the Earth’s resources today or let our children and grandchildren reap the havoc of the melting ice caps; sea water level rises; deforestation and a decline in biodiversity; desertification and the potential social and migratory upheaval that will accompany it.

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Bricks and mortar property fund suspensions. Again? Really?

Jonathan, January 6th, 2020

‘Its déjà vu all over again!’ Yogi Berra, famous baseball coach and part-time philosopher The recent announcement by M&G that it had taken the decision to suspend redemptions on its £2.5bn M&G Property Portfolio – after suffering ‘unusually high and sustained outflows’ estimated at £1bn over the past 12 months – is […]

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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.