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 sound 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

Expert Wealth TV…

Virtual Afternoon Tea Replay – Jan-Carl Plagge

Marcus, July 6th, 2020

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]

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Virtual Afternoon Tea Replay – With Abraham Okusanya

Marcus, June 15th, 2020

We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.

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Virtual Afternoon Tea Replay – With Neil Bage

Marcus, June 12th, 2020

So to see what links armed robbery, lemon juice, photographs of Norway, Charles II and our ability to make decisions in a world increasingly full of information, be sure to catch up with this fascinating discussion below.

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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…

Warren Buffett: the exception who proves the rule

Dominic, July 14th, 2020

If you were asked who you thought was the world’s best investor, you might well say Warren Buffett, the Chairman and CEO of Berkshire Hathaway. That would not be an unreasonable answer, given he is worth US$ 71.5 billion today , give or take a few million for daily market movements! He is also often held up by those in support of ‘market beating’ strategies as a shining example of their creed. Over 40,000 avid followers attended the 2018 annual shareholders’ meeting, referred to by some as ‘Woodstock for capitalists’ and his style of investing is known as ‘Buffettology’, on which numerous books and articles have been penned.

Read More
Virtual Afternoon Tea Replay – Jan-Carl Plagge

Marcus, July 6th, 2020

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]

Read More
Virtual Afternoon Tea Replay – With Abraham Okusanya

Marcus, June 15th, 2020

We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.

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.