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
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…

EWM portfolio and funds review | Spring 2017

Jonathan, May 16th, 2017

In our last blog, we wrote about behavioural biases and how they can affect us all as investors by pulling us off course if we succumb to their siren call. Let’s face it, if we wanted to, we could find plenty of reasons in the 24 hour news feeds every day to […]

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These foolish things…

Dominic, April 26th, 2017

As investors, we have to contend not only with the erratic and unpredictable nature of markets but also the erratic and irrational way in which we think and behave. ‘‘If I have learned anything in my 52 years in this marvellous field, it is that, for a given individual or institution, the […]

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Why Does Diversification of Investments Reduce Risk?

Jonathan, March 8th, 2017

Diversification helps you protect invested capital If you’re thinking about investing money, the chances are that you’ll have encountered the term “diversification” but might not know exactly what it means or why it’s important. Why does diversification reduce risk? While diversification may sound like a fund manager’s buzzword, it’s actually a crucial […]

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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.