About you

Let’s be frank, because there really is no hiding from it.

When we get to retirement we face one of two possible outcomes; either we outlive our money, or our money outlives us.

The first outcome is highly undesirable; the second allows us to live comfortably, with dignity and independence, however we define those things.

Without a clear, compelling and pound specific financial plan, there is a significant risk that you will outlive your money.

To benefit most from our service you will want the second outcome. You will be:

  • Planning to retire or sell your business in the next ten years
  • About to retire and unsure about the options
  • Already retired and wish to ensure you have sufficient income and financial resources for your lifetime, whilst being able to leave a meaningful legacy for your children and grandchildren

We will help you establish and quantify your goals, craft a plan for you to achieve those goals and create a portfolio with the optimal historical probability of carrying the plan through to completion.

Many of our clients are, or were, professional people, business owners, or senior executives, as well as their parents and children. You will most likely have liquid assets or pension funds more than £250,000 or, if you are still working, have earnings over £75,000 p.a. and are saving at least £10,000 p.a.

You will want to work in partnership with a professional financial planner who

  • asks great questions and listens to your answers
  • is focused on what is really important
  • is impartial, transparent and objective

We hope we can earn the right to work with you as your trusted adviser for many years to come.

See our approach to advice
Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you! C.L. (Oxford)

Expert Opinion…

Your Retirement Fund: What Are Alternatives to Annuities?

Jonathan, September 1st, 2017

What are the alternatives to annuities? Find out the best ways to plan for your retirement fund. The pension funds that an individual accumulates can be used to purchase an annuity from the pension plan provider or similar company. This typically happens during the early stages of retirement. For many people, this […]

Read More
All that glistens…

Dominic, August 4th, 2017

Despite its lustre, gold sits uncomfortably in investment portfolios. If you think hard about why you might own it, it becomes harder to make a case for its inclusion.

Read More
Long-Term Investments: The 4 Smartest Ways to Increase Your Return

Jonathan, August 3rd, 2017

So how do you invest to maximise your wealth in the long run? Here’s our advice for getting the most from your long-term investments. See also: How Deep Is Your Risk? Why Does Diversification of Investments Reduce Risk? What Are the Best Ways to Invest Sensibly? There are many reasons to invest for the […]

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T: 01993 772467      F: 01993 775067      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.