Supporting Base 33 This Christmas

At this time of year it is traditional for professional firms to send Christmas cards to their clients and suppliers. This can be a costly and short lived gesture with the cards soon ending up in recycling.

Base 33 works with vulnerable and disadvantaged young people in Witney and West Oxfordshire. They support young people with a wide range of issues for as long as they need help focussing on drug use, homelessness and unemployment with mentoring, training and emotional support.

Many of our clients are parents and grandparents; we often help them to intervene positively in the financial lives of subsequent generations of their families.

At Expert Wealth we wish to mirror this intention of helping future generations so we are delighted to once again be able to support Base 33 with a charitable donation instead of sending Christmas cards.

You can find out more about what Base 33 do, or maybe even join us in supporting them at www.base33.org.uk

Our office will close for Christmas at 12:00 on Thursday 22nd December and re-open on Tuesday 3rd January 2017 at 09:00.

We’d like to thank all our wonderful clients for their support in 2016 and we you all a very happy Christmas and New Year.

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.
We’re both grateful for the meeting which has made us more confident of finances going forward. Like you always say, “keep doing what you’re doing”. A & RA (Worcester)

Expert Opinion…

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
Enjoy yourself!

Jonathan, June 5th, 2019

The world of financial planning can be complex and technical. It's sometimes easy to lose sight of why having a financial plan is so important! We recently came across this amazing video of Doris Day, singing in the 1950's and felt it was an apt reminder of what we're trying to achieve in the Expert Wealth family. Have a look!

Read More
From early July we’ll be recording all incoming calls

Dominic, June 4th, 2019

At Expert Wealth, we're always looking for ways to improve the standard of service we offer. We would like to inform you we will begin recording all incoming calls to Expert Wealth from the end of June 2019. This will allow us to monitor the quality of service we're offering on the phone, and give you all the same security you would have when you're meeting us face to face in the office.

Read More
T: 01993 772467      E: advice@expertwealth.co.uk

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 www.financial-ombudsman.org.uk.