The Value of Advice | Part 1- Do I need an adviser?

In the first in our series of videos on the value of financial advice, we’ll ask the key question – Do I need an adviser?

Hit play on the movie below to find out more.

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I wanted to say a big thank you to Jonathan on behalf of the family, and especially from my Dad, who would have been so very pleased with the final outcome of the estate. This year should see the family able to draw a line under the estate and to continue life with the loving memories of our parents. A sincere thank you. We could not have done it without you. A.B. (Abingdon)

Expert Opinion…

Surviving inevitable market falls

Jonathan, April 15th, 2018

It is important to remember that equity market falls are an inevitable part of the process of building wealth through equity ownership. This note seeks to put market falls in perspective and offers some behavioural tips for surviving them.

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Expert Wealth Organogram

Dominic, March 28th, 2018

We are delighted to bring you an Organogram displaying the structure of the staff that work here at Expert Wealth Management. This follows on from a point raised at our most recent Client Advisory Board, that knowing a little more about our organisational structure might be beneficial to our clients.

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Retirement income – it all used to be so easy

Jonathan, February 9th, 2018

Thirty years ago, securing an income in retirement was relatively simple; collect years of service in the company’s pension plan (or some government pension plan for public servants) and retire on a defined percentage of your final salary. A combination of poor government policy, weak investment strategy, and rapid increases in longevity has all but destroyed this type of pension.

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