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.
In all of our various interactions with professionals offering advice, never have we felt as comfortable as we have since we started working with EWM. It is a great service that takes the anxiety out of looking after money which, later on in life, is a gift. RB & AB

Expert Opinion…

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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Privacy Policy Update

Marcus, July 15th, 2019

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.

Read More
The Pain & Pleasure of Diversification

Dominic, June 12th, 2019

It is human nature to look at an investment that has done particularly well and wish you had been invested in it. We all risk being dragged into ‘if only’ mind games: ‘If only I had put a £10,000 into Amazon in 2003, I’d be retired by now’.  ‘If only I had bought Bitcoin at £1…’. These thoughts are dangerous to investors, as this fear of missing out (FOMO) can tempt them into taking speculative risks, often based on a rear-view mirror perspective. Concentrated risks have concentrated outcomes, both good and bad.

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.