About you

Those who benefit most from our work are usually planning for or transitioning into retirement. You are possibly unsure about what to do “for the best”, from the range of choices available. You may also lack the time, inclination and expertise to do it yourself.

You may be retired already and wishing to get more from your financial resources, or thinking about a succession plan for your children and grandchildren. We often work with whole families and trustees to preserve and maintain the family wealth for future generations.

You will typically have  investable assets or pension funds of at least £250,000 and if you are still working, you are likely to have earnings in excess of £75,000 per annum.

We serve the financial planning needs of individuals living in the towns and villages within a 20 mile radius of Witney. Many of our clients are, or were, professional people, business owners, or senior executives, as well as their parents and children.

If you are looking to work in partnership with a professional financial planner who

  • listens to you
  • is focused on what is really important
  • is completely impartial, transparent and objective

then you’ve come to the right place.

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
Dom, your expert advice and management of our modest resources has made our retirement more comfortable than we ever imagined it would be. D & Y P (Suffolk)

Expert Opinion…

How Much Money Can You Gift without Tax?

Jonathan, July 1st, 2017

How much money can you gift without tax? We answer the question of how much money can you gift without tax and offer our top-level advice for inheritance tax planning. See also: Our Comprehensive Guide to Inheritance Tax Planning Trust Planning & Gifting: An Overview What Is a Trustee? The Roles and […]

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So, it is a hung Parliament…

Jonathan, June 9th, 2017

As dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller.  The UK has a hung Parliament, with no party holding an absolute majority.  Such is the unpredictability of a parliamentary democracy.  If you ask the people of the UK what they think, […]

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How deep is your risk?

Dominic, June 6th, 2017

All investors know that they need to take risks in order to achieve returns higher than cash. If you asked ten investors if equities were more risky than cash, most would agree; but that depends on how one understands risk. The investment industry has done a poor job of explaining risk as […]

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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.