Your Personal Financial Portal Is Coming!

At Expert Wealth we’re always looking for ways to improve efficiency so we can add more value to our relationship with you.

Our clients choose to communicate with us in many ways. Some of you will be accessing your valuations through our own portal, some directly with investment providers, still others will be receiving valuations by email via secure password-protected file attachments.

The world of financial self-serve technology is changing for the better, and we’ll soon be making some significant improvements to our in-house systems that will:

  • Bring together all your investment information in one secure location.
  • Offer you 24/7 on-demand secure access to your valuations…
  • …in a clear and visually appealing way.
  • Offer you a new secure messaging platform so you can communicate with Expert Wealth in absolute confidence.

It is our aspiration that the new Personal Financial Portal will become your preferred one-stop-shop when you want to drop us a line or access up-to-the-minute information on the performance of your investments.

We pride ourselves on our human approach as your trusted financial partner, and that will never change.

Expert Wealth will always be a phone call or meeting away, and no portal will ever replace one-to-one contact between adviser and client. We do however hope you’ll find significant value in having secure access to the information you need – on any of your internet enabled devices – exactly when you need it.

We’re aiming to roll the new system out in November 2018 and we’ll be keeping all our clients informed on progress by email. In the meantime – should you have any questions or concerns about the new portal, don’t hesitate to contact us.

 

 

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
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.
Thank you again for the caring way you have dealt with our Auntie V and her finances. It's a great weight off our minds and she is very happy with it too. P.C. (Wallingford)

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.