Expert Opinion

A return to homeworking and the awarding of Accredited status – Your Expert Wealth Team update

Dominic, October 5th, 2020

It’s been a busy month for Expert Wealth. After a challenging summer, the team made a brief – and Covid-secure – return to the office before government guidelines necessitated a return to homeworking. Be assured that it’s very much ‘business as usual’, as it was throughout lockdown. We are also proud to […]

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5 of the best day trips from Oxfordshire to try this weekend

Jonathan, October 5th, 2020

The UK has a wealth of history and culture, with plenty of great days out for you and your family. From castles and stately homes to safari parks and museums, if you’re looking for UK day trips from the Oxfordshire area this autumn, look no further. Whether for the weekend or half-term […]

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Understanding the pensions taper

Dominic, October 5th, 2020

September 14 marked the start of Pension Awareness Week in the UK. The national event aims to get people thinking about their retirement savings and their life after work. You have spent the best part of your career building a pension fund that will provide your desired lifestyle in retirement. Your pension […]

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Mindfulness – An Evening with George Kinder Replay

Jonathan, September 21st, 2020

Jonathan and Dom met George Kinder over 10 years ago when they were becoming increasingly disparaged by the way Financial Planning was evolving in the UK. They felt there must be a better and more connected way to help people with their financial futures. After providing such insight, they have kept in close contact with George which has led to developing our fundamental ethos at Expert Wealth Management.

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Join The Expert Wealth Family As A Paraplanner

Jonathan, September 10th, 2020

You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of around 200 client families. As Paraplanner you will be providing high quality support and ensuring complete and accurate records […]

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Cash dividends: don’t bank on them

Jonathan, August 24th, 2020

‘Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.’ John D. Rockefeller To this day we can still relate to the words of American industrialist John D. Rockefeller, despite their utterance over a century ago. Be it a privately owned business or publicly listed […]

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You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for. L.W. (Bath)
T: 01993 772467      E: advice@expertwealth.co.uk

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